Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Erika Kreis is a financial professional with over 14 years of experience in the industry. Michelle is currently registered with Northwestern Mutual Investment Services, LLC and has a Series 6, 63, and 65 license. Michelle has held previous registrations in California, Hawaii, Maine, New York, Oregon, Texas, Washington, and Wisconsin. Michelle has experience in investment research and providing referrals to other advisors.
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
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2
HI
05/06/2009 - Present
Northwestern Mutual Investment Services, LLC (HONOLULU HI)
IA
Issued 09/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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