Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Wolfer is a registered representative with Northwestern Mutual Investment Services, LLC. Lindsay has been in the financial industry since January 25, 2016 and has been registered in Connecticut and New York. Lindsay holds the Series 6, Series 63 and SIE licenses. Lindsay's previous employers include MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC.
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
CT
11/14/2023 - Present
Northwestern Mutual Investment Services, LLC (Stamford CT)
NY
03/12/2020 - 08/28/2023
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
10/10/2015 - 02/10/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
BC
Issued 12/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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