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Megan Laura wallace Heathcote

Northwestern Mutual Investment Services, LLC

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About Megan Laura wallace Heathcote

Megan Wallace is a financial advisor with Northwestern Mutual Investment Services, LLC. Megan has been working in the financial services industry since 2006. Megan is licensed to provide financial advice in the states of Florida, Illinois, Maryland, New York, North Carolina, Oregon, Pennsylvania, and Tennessee. Megan offers investment research, referrals to other advisors, and financial planning. Megan is also a vice president of the West End Elementary School PTA.

Firm Information

Megan Heathcote is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Megan Heathcote’s Registration & Firm History

NC

10/19/2017 - Present

Northwestern Mutual Investment Services, LLC (WILMINGTON NC)

NC

06/19/2015 - 09/29/2017

MML INVESTORS SERVICES, LLC (WILMINGTON NC)

NC

08/15/2013 - 05/18/2015

AXA ADVISORS, LLC (CHAPEL HILL NC)

NC

07/01/2011 - 07/18/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DURHAM NC)

NC

04/20/2009 - 05/03/2011

VALIC FINANCIAL ADVISORS, INC. (DURHAM NC)

NC

05/08/2006 - 04/20/2009

AXA ADVISORS, LLC (RALEIGH NC)

NC

03/02/2006 - 05/04/2006

AMERIPRISE FINANCIAL SERVICES, INC. (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 04/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Laura wallace Heathcote.
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