Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Morrow is a financial advisor with Northwestern Mutual Investment Services, LLC. Michelle has a Series 7, Series 63, and SIE license and is registered to conduct business in North Carolina and South Carolina. Before joining Northwestern Mutual Investment Services, LLC, Michelle worked at RAYMOND JAMES FINANCIAL SERVICES, INC., GWN SECURITIES INC., and FIDELITY BROKERAGE SERVICES LLC. Michelle has experience in providing investment research and 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
1
2
NC
04/20/2022 - Present
Northwestern Mutual Investment Services, LLC (CHARLOTTE NC)
NC
10/13/2021 - 01/07/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHARLOTTE NC)
TX
03/05/2018 - 08/29/2021
GWN SECURITIES INC. (FORT WORTH TX)
TX
09/08/2016 - 11/22/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 09/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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