Unclaimed
Jolene Verhagen is a registered representative at Northwestern Mutual Investment Services, LLC. Jolene holds the Series 6, 7, and SIE licenses and is registered in Wisconsin. Jolene's experience in the industry began in August 2013. Jolene is located in Appleton, WI and is affiliated with the Appleton branch office of 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
WI
08/09/2013 - Present
Northwestern Mutual Investment Services, LLC (Appleton WI)
BC
Issued 11/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jolene Verhagen is the right advisor for you? Invested Better is here to help.