Unclaimed
Linda Phimthasak is a registered representative with Northwestern Mutual Investment Services, LLC located in FRANKLIN, WI. Linda has a Series 6TO and SIE licenses. She is also a Series 26 Principal. Linda specializes in Investment Company Products/Variable Contracts. Linda is also able to provide investment research and 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
WI
07/28/2022 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
BC
Issued 11/21/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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