Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Menckhoff is a registered representative with Northwestern Mutual Investment Services, LLC. Lisa has been in the industry since 2004 and has a Series 66, Series 63, Series 24, Series 10, Series 9, Series 99TO, SIE, and Series 7. Lisa is licensed in District of Columbia, Georgia, Illinois, Maryland, Texas, and Virginia. Lisa's office is located at 2001 Pennsylvania Ave NW, 10th Floor, WASHINGTON, DC 20006.
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
DC
05/18/2004 - Present
Northwestern Mutual Investment Services, LLC (WASHINGTON DC)
BOTH
Issued 06/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 06/14/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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