Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Rae Ouellette is a financial professional with over 20 years of experience in the industry. Shannon currently works with Northwestern Mutual Investment Services, LLC in Gardner, Massachusetts. Shannon is a registered representative and investment advisor representative with licenses in 27 states. Shannon has obtained the Series 7, 24 and 66 securities licenses as well as the SIE exam. Outside of their work, Shannon volunteers in the Gardner community.
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
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2
MA
04/02/2007 - Present
Northwestern Mutual Investment Services, LLC (Gardner MA)
WI
11/17/2004 - 10/18/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
FL
01/10/2001 - 04/20/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
BOTH
Issued 03/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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