Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsey? Claim Your ProfileChelsey Nevarez is a registered representative with Northwestern Mutual Investment Services, LLC. Chelsey has been in the financial services industry since 2016 and holds Series 63, 7, 9, and 10 licenses. Chelsey is registered to provide investment advice in California, Oregon, Utah, and Washington. Chelsey is also a Series 63, 7, and SIE licensed individual. Chelsey is located in Lake Oswego, OR.
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
05/09/2016 - Present
Northwestern Mutual Investment Services, LLC (Lake Oswego OR)
BC
Issued 06/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/22/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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