Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Makenna? Claim Your ProfileMakenna Cooley is a financial advisor with Northwestern Mutual Investment Services, LLC. Makenna has been in the financial services industry for over 5 years and is registered with FINRA and the state of New York. Makenna has a Series 7, 6, 63, and 26 license, and is dedicated to helping her clients achieve their financial goals.
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
NY
12/05/2018 - Present
Northwestern Mutual Investment Services, LLC (NEW HARTFORD NY)
BC
Issued 02/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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