Unclaimed
Mark Meunier is a financial advisor who is registered with the state of Wisconsin and is affiliated with Northwestern Mutual Investment Services, LLC. Mark holds the Series 7, Series 63, and SIE licenses and has been in the industry since 2016. Mark's office is located at N14W23833 Stone Ridge Dr, Ste 410, Waukesha, WI 53188.
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
WI
01/28/2016 - Present
Northwestern Mutual Investment Services, LLC (Waukesha WI)
BC
Issued 05/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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