Unclaimed
Melinda Huffer is a registered representative of Northwestern Mutual Investment Services, LLC, with over 20 years of experience in the financial industry. Melinda's previous experience with ARIS Securities Company and 1717 Capital Management Company has given her the breadth of knowledge and skills that she leverages to serve clients. She holds licenses for Series 7, 24, 63, and 66. Melinda is registered in 26 states.
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
IN
04/26/2023 - Present
Northwestern Mutual Investment Services, LLC (COLUMBUS IN)
OH
06/21/2000 - 07/03/2003
ARIS SECURITIES COMPANY (MAYFIELD HEIGHTS OH)
DE
09/19/1989 - 05/11/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 05/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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