Unclaimed
Elisa Lavin is a registered representative with Northwestern Mutual Investment Services, LLC based in Milwaukee, WI. Elisa has been in the financial services industry since 2018. Elisa holds the Series 7, Series 24, and SIE licenses. Elisa is dedicated to providing her clients with personalized financial advice and investment solutions.
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
WI
03/22/2018 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
BC
Issued 06/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elisa Lavin is the right advisor for you? Invested Better is here to help.