Unclaimed
Michael Overman is a financial professional with over 10 years of experience in the industry. Michael is a registered representative of Northwestern Mutual Investment Services, LLC and is licensed in 21 states. Michael is dedicated to providing clients with personalized financial advice and investment strategies. Michael specializes in helping clients with retirement planning, college savings, and wealth management.
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
NC
09/05/2012 - Present
Northwestern Mutual Investment Services, LLC (DURHAM NC)
BOTH
Issued 03/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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