Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Hodges MacHanic is a financial advisor with Northwestern Mutual Investment Services, LLC. Stephen has been working in the financial services industry since July 2016. Stephen is a Series 6, Series 7 and Series 63 licensed financial advisor. Stephen's registration is active in California, Colorado, District of Columbia, Florida, Georgia, Idaho, Michigan, New York, North Carolina, South Carolina, Texas, Virginia and Washington. Stephen has worked for one firm in his career.
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
NC
07/06/2016 - Present
Northwestern Mutual Investment Services, LLC (Huntersville NC)
BC
Issued 10/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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