Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ann Pelicaric is a registered representative with Northwestern Mutual Investment Services, LLC. Kelly has been in the industry since May 3, 2015. Kelly is licensed to sell securities and variable insurance products. Kelly holds the Series 6 and SIE licenses. Northwestern Mutual Investment Services, LLC is a registered investment advisor and broker-dealer. The firm offers a variety of investment products and services, including financial planning, investment management, and insurance.
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
WI
05/04/2015 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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