Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelynn? Claim Your ProfileKatelynn McDaniel is a registered representative with Northwestern Mutual Investment Services, LLC and has been in the industry since August 2024. Katelynn McDaniel is currently licensed to conduct business in New York. Katelynn McDaniel has passed the Series 6TO and SIE exams. Katelynn McDaniel works at the New York office of Northwestern Mutual Investment Services, LLC, located at 875 3RD AVE FL 23 in New York, NY.
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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NY
08/30/2024 - Present
Northwestern Mutual Investment Services, LLC (NEW YORK NY)
BC
Issued 08/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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