Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Townsend is a financial professional registered with Northwestern Mutual Investment Services, LLC and has been in the industry since December 2023. Carolyn specializes in investment company products and variable contracts, holding the Series 6TO and SIE licenses. Carolyn is also licensed in Arizona, Florida, Massachusetts, New Hampshire, Oregon, Vermont, Virginia, and Washington. Carolyn is committed to providing personalized financial advice and guidance to help clients reach their financial goals.
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
OR
12/25/2023 - Present
Northwestern Mutual Investment Services, LLC (PORTLAND OR)
BC
Issued 02/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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