Unclaimed
Kayla Michelle Van winkle is a financial advisor with Northwestern Mutual Investment Services, LLC. Kayla is licensed in Washington, Idaho, Oregon, Texas, California, and Wyoming. Kayla has been working in the financial services industry since August 2020. Kayla has a Series 63, Series 6TO and SIE. Kayla is located at 18 S MISSION ST ste 200 in Wenatchee, Washington.
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
WA
08/29/2020 - Present
Northwestern Mutual Investment Services, LLC (WENATCHEE WA)
BC
Issued 09/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kayla Van winkle is the right advisor for you? Invested Better is here to help.