Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Emery is a financial professional with Northwestern Mutual Investment Services, LLC. Lisa has been in the financial services industry since 2008. Lisa is registered with FINRA. Lisa holds licenses Series 6, Series 6TO and Series 26. Lisa's current office location is in FRANKLIN, WI at ONE NORTHWESTERN MUTUAL WAY.
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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2
WI
05/08/2020 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
WI
08/08/2008 - 07/16/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRANKLIN WI)
BC
Issued 04/07/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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