Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kelly is an active Registered Representative with Northwestern Mutual Investment Services, LLC. Michael has been in the securities industry since 1984 and holds the Series 6, 7, 22, 63 and 65 licenses. Michael is registered with the states of Arizona, Florida, Oregon, Utah and Washington. Michael has experience at Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated.
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
OR
03/01/1984 - Present
Northwestern Mutual Investment Services, LLC (Lake Oswego OR)
WI
03/23/1989 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 08/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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