Unclaimed
Samuel Blais is a financial advisor at Northwestern Mutual Investment Services, LLC. Samuel specializes in Investment Research and referrals to other advisors. Samuel has been in the financial services industry since March 10, 2024. Samuel is registered with the following states: Maine, South Carolina, and Utah. Samuel is a Series 63, Series 6TO, and SIE licensed representative.
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
UT
03/11/2024 - Present
Northwestern Mutual Investment Services, LLC (SALT LAKE CTY UT)
BC
Issued 04/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Samuel Blais is the right advisor for you? Invested Better is here to help.