Unclaimed
Michelle Shaw is a financial advisor based in St. Petersburg, Florida and has been in the industry since 2018. Michelle is registered with Northwestern Mutual Investment Services, LLC and holds Series 6, 7TO and 63 licenses. She is also registered in Florida, California, Illinois, Michigan and Texas. Michelle specializes in providing investment advice and research, and also makes referrals to other financial 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
FL
01/30/2018 - Present
Northwestern Mutual Investment Services, LLC (ST PETERSBURG FL)
BC
Issued 03/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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