Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Chavez is a registered representative with Northwestern Mutual Investment Services, LLC. Michelle has been in the industry since July 19, 2017 and is registered to offer investment advice in California and Massachusetts. Michelle is a Series 7 and Series 66 licensed professional. Michelle has worked in the financial services industry for several years and has experience providing investment advice and financial planning services. Michelle is committed to helping clients reach their financial goals.
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
CA
10/13/2017 - Present
Northwestern Mutual Investment Services, LLC (IRVINE CA)
BOTH
Issued 10/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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