Unclaimed
Mitchell William McNeil is a financial professional with over 15 years of experience in the financial services industry. Mitchell is currently registered with Northwestern Mutual Investment Services, LLC and has been with them since January 2009. Mitchell has a Series 6, 7TO, 63 and 65 licenses. Mitchell holds registrations in 18 states, and offers investment advisory services.
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
MN
07/20/2015 - Present
Northwestern Mutual Investment Services, LLC (MENDOTA HTS MN)
IA
Issued 07/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mitchell McNeil is the right advisor for you? Invested Better is here to help.