linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Schanice Lanae' Staples

Northwestern Mutual Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Schanice? Claim Your Profile

About Schanice Lanae' Staples

Schanice Lanae' Staples is a financial advisor with Northwestern Mutual Investment Services, LLC. She is a registered representative with the firm and has been working in the industry since 2015. Her areas of expertise include investment research and referrals to other advisers. She earned her Series 6, 7, 26, 63, and 66 licenses and holds a current registration with the state of Washington. Schanice Lanae' Staples has previously worked at Foresters Financial Services, Inc. and Cetera Investment Services LLC. She is committed to providing clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Schanice Staples 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.

check

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.

check

fixed fees

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

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Schanice Staples’s Registration & Firm History

WA

09/14/2021 - Present

Northwestern Mutual Investment Services, LLC (BELLEVUE WA)

WA

06/20/2019 - 08/05/2021

CETERA INVESTMENT SERVICES LLC (RENTON WA)

WA

04/14/2015 - 06/24/2019

FORESTERS FINANCIAL SERVICES, INC. (RENTON WA)

Not sure if Schanice Lanae' Staples is right for you?

Licenses & Designations

BOTH

Issued 02/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/24/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/10/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Schanice Lanae' Staples.
Not sure if Schanice Lanae' Staples is right for you?