Unclaimed
Lee Suzanne Linnemann is a financial professional with over 17 years of experience in the financial services industry. Lee is registered with Northwestern Mutual Investment Services, LLC and holds multiple licenses including Series 6, 7, 9, 10, 24, 26, 63, 99TO, and SIE. Lee is a licensed representative in 51 states and the District of Columbia. Prior to joining Northwestern Mutual, Lee was registered with GWFS Equities, Inc. in Greenwood Village, CO.
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
05/31/2006 - Present
Northwestern Mutual Investment Services, LLC (MILWAUKEE WI)
CO
02/28/2005 - 05/19/2006
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 03/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/25/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 12/15/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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