Unclaimed
Rachael Chamberlain is a financial professional with over 8 years of experience in the financial industry. She is currently a registered representative of Northwestern Mutual Investment Services, LLC and holds licenses in both Massachusetts and Rhode Island. Rachael specializes in investment advisory and financial planning services. She also provides referrals to other advisors.
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
RI
05/09/2018 - Present
Northwestern Mutual Investment Services, LLC (PROVIDENCE RI)
RI
04/07/2010 - 08/04/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PROVIDENCE RI)
BC
Issued 02/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/27/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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