Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elizabeth Davis is a financial advisor with Northwestern Mutual Investment Services, LLC. Mary Elizabeth Davis is registered to provide investment advice in Wisconsin. Mary Elizabeth Davis has been in the securities industry since April 2, 1993. Mary Elizabeth Davis holds the following securities licenses: Series 6, Series 7, Series 63 and Series 66. Mary Elizabeth Davis has previously worked for Landaas & Company and Strong Investments, Inc.
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
09/01/2004 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
08/14/2001 - 07/26/2004
LANDAAS & COMPANY (MILWAUKEE WI)
WI
11/24/1992 - 05/11/2001
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 10/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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