Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ida? Claim Your ProfileIda Chen is a financial professional registered with Northwestern Mutual Investment Services, LLC. Ida has been active in the financial industry since 2021. Ida is licensed to provide investment advice in various states, including California, Connecticut, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Texas, Vermont, Virginia, and Washington. Ida's professional credentials include the Series 63, Series 6TO and SIE exams. Ida is also licensed to provide investment advice through Northwestern Mutual Investment Services, LLC.
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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