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Ivelisse Perez McSweeney

Northwestern Mutual Investment Services, LLC

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About Ivelisse Perez McSweeney

Ivelisse McSweeney is an investment advisor representative with Northwestern Mutual Investment Services, LLC in Tampa, FL. Ivelisse has been in the securities industry for over 10 years. Ivelisse is registered with FINRA and the state of Florida. Ivelisse holds the Series 63, 65, 7, and 24 licenses. Ivelisse also has experience working with Wells Fargo Clearing Services, LLC and Raymond James & Associates, Inc. Ivelisse focuses on providing investment advice to individuals and businesses. Ivelisse offers a variety of services, including investment research, referrals to other advisors, and financial planning. Ivelisse is committed to providing her clients with personalized service and helping them reach their financial goals.

Firm Information

Ivelisse McSweeney is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Ivelisse McSweeney’s Registration & Firm History

FL

12/15/2020 - Present

Northwestern Mutual Investment Services, LLC (TAMPA FL)

FL

01/24/2018 - 11/16/2020

WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)

FL

06/28/2017 - 01/09/2018

RAYMOND JAMES & ASSOCIATES, INC. (TAMPA FL)

CT

07/27/2012 - 06/27/2017

RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDDLETOWN CT)

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Licenses & Designations

IA

Issued 06/10/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/06/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ivelisse Perez McSweeney.
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