Unclaimed
Ida Chen is a financial professional with Northwestern Mutual Investment Services, LLC. Ida holds the Series 6TO, Series 63 and SIE licenses. She is registered in 18 states. Ida Chen has been in the industry since December 5, 2021.
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
NY
12/06/2021 - Present
Northwestern Mutual Investment Services, LLC (New York NY)
BC
Issued 02/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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