Unclaimed
Jaime Wiedmeyer is a financial advisor with over 13 years of experience in the financial services industry. Jaime is registered with Northwestern Mutual Investment Services, LLC and holds Series 6, 7, 63, and 65 licenses. Jaime is also a registered investment advisor in Wisconsin. Jaime works with individuals, families, and businesses to help them achieve their financial goals. Jaime specializes in wealth management and provides investment research, referrals to other advisors, and wealth management services.
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
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2
WI
01/06/2024 - Present
Northwestern Mutual Investment Services, LLC (DELAFIELD WI)
IA
Issued 02/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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