Unclaimed
Shellique Davis is a registered representative with Northwestern Mutual Investment Services, LLC and is located in FRANKLIN, WI. Shellique has been in the financial services industry since 2017, previously working with PRINCIPAL SECURITIES, INC. in DES MOINES, IA. Shellique specializes in providing investment advice and 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
WI
03/18/2022 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
IA
04/24/2017 - 05/04/2018
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BC
Issued 11/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shellique Davis is the right advisor for you? Invested Better is here to help.