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Monica Dresser

Northwestern Mutual Investment Services, LLC

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About Monica Dresser

Monica Dresser is an investment advisor representative with Northwestern Mutual Investment Services, LLC in Manchester, New Hampshire. Monica has been in the financial services industry since 2017. Monica has a Series 6, Series 7, and Series 63 registration and is a registered investment advisor. Monica's previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citizens Securities, Inc. Monica holds a Series 63, Series 65, and Series 7 license. Monica is committed to providing her clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Monica Dresser is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Monica Dresser’s Registration & Firm History

NH

08/31/2021 - Present

Northwestern Mutual Investment Services, LLC (Manchester NH)

NH

10/14/2019 - 08/20/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER NH)

NH

12/12/2017 - 08/08/2019

CITIZENS SECURITIES, INC. (CONCORD NH)

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Licenses & Designations

IA

Issued 08/13/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Monica Dresser.
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