Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Melissa White is a financial professional with Northwestern Mutual Investment Services, LLC. Katie has been in the industry since August 2013. Katie holds the Series 6, Series 7, and Series 63 licenses. Katie is registered in Georgia and Ohio. The office Katie is located at in Alpharetta, GA is at 3440 Preston Ridge Rd, Suite 325.
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
GA
08/29/2013 - Present
Northwestern Mutual Investment Services, LLC (ALPHARETTA GA)
BC
Issued 08/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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