Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lillian? Claim Your ProfileLillian Rose Widner is a registered representative with Northwestern Mutual Investment Services, LLC in Hunt Valley, MD. Lillian has been in the industry since December 12, 2022. Lillian holds Series 7, 63, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and 17 state securities regulators.
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
MD
12/13/2022 - Present
Northwestern Mutual Investment Services, LLC (Hunt Valley MD)
BC
Issued 01/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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