Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Daniels is a financial professional registered with Northwestern Mutual Investment Services, LLC. Nicole is located in Milwaukee, Wisconsin. Nicole has been in the financial industry since December 2022. Nicole has passed the Series 7TO, SIE, and Series 24 exams. Nicole's firm has reported that they manage assets for at least one banking or thrift institution.
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
WI
12/12/2022 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
BC
Issued 05/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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