linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Shalunda Jan McCluney

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 Shalunda? Claim Your Profile

About Shalunda Jan McCluney

Shalunda McCluney is a financial advisor with Northwestern Mutual Investment Services, LLC in Milwaukee, WI. Shalunda has been in the industry since 2007. Prior to joining Northwestern Mutual Investment Services, LLC, Shalunda worked for WELLS FARGO CLEARING SERVICES, LLC in Charlotte, NC, LPL FINANCIAL LLC in Fort Mill, SC, METLIFE SECURITIES INC in Charlotte, NC, and E*TRADE SECURITIES LLC in Charlotte, NC.

Firm Information

Shalunda McCluney 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.

Shalunda McCluney’s Registration & Firm History

WI

01/01/2025 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

NC

03/08/2023 - 05/17/2023

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

SC

05/11/2015 - 01/27/2023

LPL FINANCIAL LLC (FORT MILL SC)

NC

10/29/2014 - 05/06/2015

METLIFE SECURITIES INC. (CHARLOTTE NC)

NC

06/06/2007 - 10/09/2014

LPL FINANCIAL LLC (CHARLOTTE NC)

NC

01/05/2007 - 04/02/2007

E*TRADE SECURITIES LLC (CHARLOTTE NC)

Not sure if Shalunda Jan McCluney is right for you?

Licenses & Designations

BOTH

Issued 09/15/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/07/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shalunda Jan McCluney.
Not sure if Shalunda Jan McCluney is right for you?