Unclaimed
Callaghan Shea is a registered representative with Northwestern Mutual Investment Services, LLC. Callaghan Shea is located in Moosic, Pennsylvania and is licensed to sell securities in Pennsylvania. Callaghan Shea has passed the Series 6TO and SIE exams. Callaghan Shea has been in the industry since August 30, 2024.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
PA
08/31/2024 - Present
Northwestern Mutual Investment Services, LLC (MOOSIC PA)
BC
Issued 08/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Callaghan Shea is the right advisor for you? Invested Better is here to help.