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Danielle Marie Converse

Northwestern Mutual Investment Services, LLC

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About Danielle Marie Converse

Danielle Converse is a financial professional with Northwestern Mutual Investment Services, LLC. Danielle is a licensed and registered representative with a Series 6, Series 7TO, and Series 63 license. Danielle has been in the industry since 2017 and has experience working with various clients including individuals, high-net-worth individuals, and business development companies.

Firm Information

Danielle Converse is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Danielle Converse’s Registration & Firm History

IA

08/09/2017 - Present

Northwestern Mutual Investment Services, LLC (W DES MOINES IA)

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Licenses & Designations

BC

Issued 09/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Danielle Marie Converse.
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