Unclaimed
Penny Lynn Schwieger is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC, located in Grand Island, NE. Penny Lynn Schwieger has been in the financial services industry since 2010 and is licensed to provide investment advice in Nebraska. Penny Lynn Schwieger has experience working with various firms, including Princor Financial Services Corporation, Wells Fargo Advisors, LLC, and Wells Fargo Investments, 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
NE
04/17/2014 - Present
Northwestern Mutual Investment Services, LLC (GRAND ISLAND NE)
IA
06/06/2013 - 11/06/2013
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NE
01/03/2011 - 01/09/2013
WELLS FARGO ADVISORS, LLC (GRAND ISLAND NE)
NE
11/13/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GRAND ISLAND NE)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Penny Schwieger is the right advisor for you? Invested Better is here to help.