Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lacritia? Claim Your ProfileLacritia Spence is a financial advisor registered with Northwestern Mutual Investment Services, LLC and based in Milwaukee, WI. Lacritia has been in the financial industry since 2001. Lacritia holds Series 6, 7TO, 24, 26, and 63 licenses and is registered with the state of Wisconsin. Lacritia previously worked with State Farm VP Management Corp.
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
10/29/2021 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
08/20/2001 - 10/15/2021
STATE FARM VP MANAGEMENT CORP. (BROOKFIELD WI)
BC
Issued 08/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/26/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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