Unclaimed
Madison Holley is a registered representative with Northwestern Mutual Investment Services, LLC. Madison is licensed to provide investment advice in Illinois, North Carolina, and Virginia. Madison has been in the securities industry since 2016 and holds the Series 63, Series 7, and SIE exams. Northwestern Mutual Investment Services, LLC is an investment advisory firm with offices in Milwaukee, WI. The firm provides advisory services including financial planning, investment research, and referrals to other advisors.
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
VA
11/01/2016 - Present
Northwestern Mutual Investment Services, LLC (RICHMOND VA)
BC
Issued 11/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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