Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Miller is a financial professional affiliated with Northwestern Mutual Investment Services, LLC. Katelyn is licensed in a number of states, including Connecticut, and has been in the industry since November 2021. Katelyn has a Series 7, Series 63 and SIE license and is a Registered Representative in 33 states. Katelyn is an investment professional with a focus on providing investment advice and research.
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
CT
11/16/2021 - Present
Northwestern Mutual Investment Services, LLC (WESTPORT CT)
BC
Issued 05/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Katelyn Miller is the right advisor for you? Invested Better is here to help.
