Unclaimed
Felicia Pomare is a financial advisor who has been in the industry since March 10, 2022. Felicia is currently registered with Northwestern Mutual Investment Services, LLC and has been associated with this firm since September 5, 2024. Prior to this, Felicia worked with Northwestern Mutual Investment Services, LLC from June 21, 2019 to December 15, 2021. Felicia holds licenses for Series 63, Series 6TO and SIE exams. Felicia is based in LA JOLLA, CA.
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
CA
09/05/2024 - Present
Northwestern Mutual Investment Services, LLC (LA JOLLA CA)
CA
06/21/2019 - 12/15/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LA JOLLA CA)
BC
Issued 10/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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