Unclaimed
Minta E. Krise is a financial professional with Northwestern Mutual Investment Services, LLC based in Mechanicsburg, Pennsylvania. Minta has been in the financial services industry since September 2014. Minta holds the Series 6, 7TO, and 63 securities licenses. Minta is also a licensed Investment Advisor Representative. Minta's current employment is with Northwestern Mutual Investment Services, LLC, based in Mechanicsburg, PA, starting September 19, 2014.
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
PA
09/19/2014 - Present
Northwestern Mutual Investment Services, LLC (Mechanicsburg PA)
IA
Issued 06/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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