Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linnea? Claim Your ProfileLinnea Morgan is a registered representative associated with Northwestern Mutual Investment Services, LLC. Linnea's office is located in MIDDLETON, WI. Linnea is currently registered with the state of Wisconsin. Linnea has passed the SIE, Series 6, Series 7, and Series 63 exams. Linnea has been in the securities industry since 2024.
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
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WI
05/01/2024 - Present
Northwestern Mutual Investment Services, LLC (MIDDLETON WI)
BC
Issued 05/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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