Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Bolten is a financial advisor at Northwestern Mutual Investment Services, LLC, working out of the Wilmington office. She has been in the industry since 2021 and is licensed to operate in Delaware, Pennsylvania, Maryland, North Carolina, California, and New York. Lisa holds the Series 66, Series 7TO, and SIE licenses. Lisa is able to provide investment and insurance-related services to individuals and businesses.
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
DE
07/26/2022 - Present
Northwestern Mutual Investment Services, LLC (Wilmington DE)
PA
09/16/2021 - 01/03/2022
LPL FINANCIAL LLC (KENNETT SQUARE PA)
BOTH
Issued 11/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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