Unclaimed
Melissa Burback is a financial advisor with Northwestern Mutual Investment Services, LLC. Melissa has been in the financial services industry since May 24, 2004, and has a wide range of experience in investment planning and management. Melissa is registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative and holds the Series 6, 7, 63, and 65 licenses. Melissa is also registered to offer investment advice in 27 states. Melissa is committed to providing her clients with personalized financial advice and strategies.
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
10/20/2008 - Present
Northwestern Mutual Investment Services, LLC (Waukesha WI)
IA
Issued 10/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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