Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Kay Flaa is a financial professional associated with Northwestern Mutual Investment Services, LLC. Julie has been in the industry since 2009 and holds the Series 6, 7 and 24 securities licenses. Julie is also licensed to conduct business in Wisconsin. The advisor has a branch office in Milwaukee, Wisconsin.
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
03/02/2015 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
02/04/1999 - 01/13/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 03/31/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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