Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deidra? Claim Your ProfileDeidra Elise Willis is a financial advisor with Northwestern Mutual Investment Services, LLC, where she has worked since March 2013. Deidra is registered with FINRA and licensed in 21 states as a broker-dealer and investment advisor representative. She earned her Series 6, 7, 63 and 65 licenses and has a deep understanding of the financial markets. Deidra specializes in offering investment research and referrals to other advisors. She is committed to providing personalized advice and working with clients to achieve 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
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2
NC
06/10/2015 - Present
Northwestern Mutual Investment Services, LLC (Huntersville NC)
IA
Issued 06/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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