Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaylin? Claim Your ProfileKaylin Sheppard is a financial professional with experience in the industry. Kaylin is currently registered with Northwestern Mutual Investment Services, LLC and holds Series 7TO, Series 63 and SIE licenses. Kaylin is currently located in Chico, California and is actively registered in California, Nevada and Oregon. Prior to joining Northwestern Mutual Investment Services, LLC, Kaylin worked with the firm in Sacramento, California.
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
CA
12/07/2022 - Present
Northwestern Mutual Investment Services, LLC (CHICO CA)
CA
04/19/2021 - 08/22/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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