Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Lee Friberg is a financial advisor with Harbour Investments, Inc. located in Menomonee Falls, WI. Stuart Lee Friberg is registered with the state of Wisconsin as both a broker and investment advisor. Stuart Lee Friberg has been in the financial industry for over 2 years. Stuart Lee Friberg was previously employed with Northwestern Mutual Investment Services, LLC. Stuart Lee Friberg has a series 63, 65 and 7 licenses, and is a registered investment advisor. Stuart Lee Friberg offers a wide range of financial services to individuals and families, including financial planning, portfolio management and investment advisory services. Stuart Lee Friberg is committed to providing personalized financial advice and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
02/05/2024 - Present
Harbour Investments, Inc. (MENOMONEE FALLS WI)
WI
01/05/2023 - 12/31/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MEQUON WI)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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