Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jean Miller is a financial advisor with Northwestern Mutual Investment Services, LLC and has been in the industry since 2019. Kelly is registered in 21 states and holds Series 63, 6TO, 26 and SIE licenses. Kelly works in the Franklin, Wisconsin branch of Northwestern Mutual Investment Services, LLC.
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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2
WI
01/18/2019 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
BC
Issued 03/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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