Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Misty? Claim Your ProfileMisty Petak is a registered investment advisor representative and has been working in the industry since 2009. Misty has a Series 7, Series 63, Series 65, and a SIE license. Misty currently works at Northwestern Mutual Investment Services, LLC. She has also worked at Charles R. Pruett and Northwestern Mutual Life Insurance Company. Misty has registrations in 30 states, as well as a current pending registration in Tennessee for Investment Advisor Representative. She is located in the Nashville branch office of Northwestern Mutual Investment Services, LLC.
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
TN
01/01/2025 - Present
Northwestern Mutual Investment Services, LLC (NASHVILLE TN)
IA
Issued 07/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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