Unclaimed
Danielle Roby is a licensed investment professional, registered with Northwestern Mutual Investment Services, LLC. Danielle's current employment registration began on May 14, 2024, and the firm is located in Indianapolis, Indiana. Danielle is licensed to sell securities in Indiana.
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
IN
05/14/2024 - Present
Northwestern Mutual Investment Services, LLC (Indianapolis IN)
BC
Issued 08/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/07/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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