Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Sukwon Lee is a registered representative with Northwestern Mutual Investment Services, LLC. Susan Lee is licensed to provide financial advice in Illinois, California, Michigan, and Mississippi. Susan Lee has been in the financial services industry since May 30, 2018. Susan Lee is licensed to sell securities through Northwestern Mutual Investment Services, LLC. Susan Lee is also licensed to sell investment advisory products through Northwestern Mutual Investment Services, LLC.
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
IL
05/31/2018 - Present
Northwestern Mutual Investment Services, LLC (Arlington Hts IL)
BC
Issued 08/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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