Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Clark Peterson is a registered representative at Northwestern Mutual Investment Services, LLC. Michelle has been in the financial services industry since December 22, 2023. Michelle holds the Series 63, Series 7TO and SIE licenses. Michelle is registered to provide securities advice in California, Colorado, Georgia, Illinois, Minnesota, New Jersey, Texas, Virginia and Wyoming. Michelle is currently located at 2121 N California Blvd, Ste 620 in Walnut Creek, CA.
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
12/22/2023 - Present
Northwestern Mutual Investment Services, LLC (Walnut Creek CA)
BC
Issued 01/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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