Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlin? Claim Your ProfileKaitlin Burnett Penny is a financial professional with over 2 years of experience in the industry. Kaitlin is currently registered with Northwestern Mutual Investment Services, LLC, and has held the Series 6TO, Series 63 and SIE licenses since 2020. Kaitlin is licensed in Virginia and is dedicated to providing her clients with the highest quality financial advice.
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
VA
02/08/2020 - Present
Northwestern Mutual Investment Services, LLC (Charlottesvle VA)
BC
Issued 10/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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