Unclaimed
Georgia L. Wallace is a registered representative with Northwestern Mutual Investment Services, LLC, based in Coeur d'Alene, Idaho. Georgia has been in the financial services industry for over 6 months and has a Series 63, Series 6TO and SIE licenses. Georgia is also registered in Idaho and Washington. Northwestern Mutual Investment Services, LLC is a Registered Investment Advisor (RIA) offering various investment products and services. The firm has approximately 2181 licensed agents, 2399 registered representatives and manages over $0 in assets.
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
ID
08/01/2023 - Present
Northwestern Mutual Investment Services, LLC (COEUR D ALENE ID)
BC
Issued 09/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Georgia Wallace is the right advisor for you? Invested Better is here to help.