Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Colletta is a financial advisor with Northwestern Mutual Investment Services, LLC in Chicago, IL. Charles has been a financial advisor for 2 years, and is registered to provide investment advice in Illinois. Charles holds licenses for Series 63, SIE and Series 6TO. Charles Colletta’s firm is based in Milwaukee, WI. Northwestern Mutual Investment Services, LLC is an investment advisor registered with the Securities and Exchange Commission and with 7 states. They have 2,399 Registered Representatives and 2,341 Investment Adviser Representatives.
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
IL
04/16/2024 - Present
Northwestern Mutual Investment Services, LLC (Chicago IL)
BC
Issued 05/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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