Unclaimed
Stephanie Sonia Watson is a registered representative with Northwestern Mutual Investment Services, LLC. Stephanie is a licensed investment advisor in New Jersey and has been in the industry for over 5 years. Stephanie holds the Series 7, Series 66 and SIE licenses. Stephanie is registered in 12 states and has experience providing investment advice to individuals and families. Stephanie's primary focus is providing financial planning, portfolio management, and investment advice. She has a strong track record of helping clients achieve their financial goals.
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
NY
03/24/2021 - Present
Northwestern Mutual Investment Services, LLC (NEW YORK NY)
BOTH
Issued 03/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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