Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Donaldson is a financial professional with Northwestern Mutual Investment Services, LLC based in Edina, MN. Mary holds the Series 6 and Series 63 licenses, as well as the SIE. Mary has been active in the financial services industry since 2011.
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
MN
01/08/2020 - Present
Northwestern Mutual Investment Services, LLC (Edina MN)
MN
11/08/2016 - 06/27/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Edina MN)
MN
07/01/2011 - 12/04/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDINA MN)
BC
Issued 11/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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