Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Charleus is a financial professional with Northwestern Mutual Investment Services, LLC. Katie has a Series 63, Series 6TO and SIE licenses. Katie is currently registered in New York and is located in Garden City. Katie's office is located at 1305 Franklin Ave, Ste 270, Garden City, NY 11530.
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
10/31/2023 - Present
Northwestern Mutual Investment Services, LLC (Garden City NY)
BC
Issued 07/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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