Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Stoner Annunziata is a registered representative with Northwestern Mutual Investment Services, LLC. Theresa is licensed in Florida and has been in the industry since July 2016. Theresa holds a Series 6 and Series 63 license. The firm's main office is located in Milwaukee, WI and offers a variety of services to clients. The firm's services include referrals to other advisers, investment research, and other advisory services.
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
FL
07/08/2016 - Present
Northwestern Mutual Investment Services, LLC (ST PETERSBURG FL)
BC
Issued 09/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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