Unclaimed
Holly Lambert Wilson is a registered representative of Northwestern Mutual Investment Services, LLC. Holly has been in the industry for 3 years. Holly's current registration is with Northwestern Mutual Investment Services, LLC in Wisconsin. Holly obtained their Series 66 registration in June 2024. Holly also has experience with Summit Wealth Group, Glass Incorporated, Planters Supply Company, The Nelson Center for Women, PLLC, Oak Grove Baptist Church, Pretty Presentations Catering & Rentals, and Northwestern Mutual Life Insurance Company.
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
MS
02/03/2025 - Present
Northwestern Mutual Investment Services, LLC (Meridian MS)
Active
Inactive
Not sure Holly Wilson is the right advisor for you? Invested Better is here to help.