Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Werner is a financial advisor with Northwestern Mutual Investment Services, LLC in Milwaukee, Wisconsin. Susan Werner has been in the industry since 1988, and has been with Northwestern Mutual Investment Services, LLC since 2002. Susan Werner is a Series 6, 7, and 24 licensed financial advisor with the firm.
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
01/03/2002 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
10/03/1988 - 12/17/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NA
08/05/1987 - 01/19/1988
NML EQUITY SERVICES, INC.
BC
Issued 07/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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