Unclaimed
Megan Clark is a financial advisor with Northwestern Mutual Investment Services, LLC based in Onalaska, WI. Megan has been in the financial services industry since July 22, 2013. Megan is licensed in 15 states, including Arizona, Colorado, Hawaii, Illinois, Indiana, Iowa, Minnesota, Missouri, Nevada, North Carolina, Oregon, Pennsylvania, South Dakota, Virginia, and Wisconsin. Megan is registered with FINRA and holds the Series 7TO, SIE, and Series 6 licenses.
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
07/22/2013 - Present
Northwestern Mutual Investment Services, LLC (Onalaska WI)
BC
Issued 11/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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