Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Ann Packee is a registered Investment Advisor Representative with Northwestern Mutual Investment Services, LLC, located in Milwaukee, WI. Melissa holds Series 65, Series 27, and Series 99TO licenses and has been in the industry since July 16, 2004. She also is a trustee for St. Jerome Parish. Melissa has been employed with Northwestern Mutual since December 2010.
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
12/15/2010 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
IA
Issued 06/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2011
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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