Unclaimed
Lael Speaker is a financial professional with over 11 years of experience in the financial industry. Lael is currently registered with Northwestern Mutual Investment Services, LLC and holds Series 6 and 63 licenses, as well as the SIE exam. Lael specializes in investment research and providing referrals to other advisors.
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
NJ
09/18/2012 - Present
Northwestern Mutual Investment Services, LLC (WALL TOWNSHIP NJ)
BC
Issued 01/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lael Speaker is the right advisor for you? Invested Better is here to help.