Unclaimed
Yvette Jacquet is a registered representative with Northwestern Mutual Investment Services, LLC, based in Milwaukee, Wisconsin. Yvette has over 9 years of experience in the financial services industry. Previously, Yvette worked at Robert W. Baird & Co. Incorporated and Morgan Stanley. Yvette has a Series 6, 7, 63, and 66 licenses. Yvette is also a Series 24 principal. Yvette's professional designations include SIE and is active in the Wisconsin Securities Industry.
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
11/18/2019 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
05/29/2013 - 11/08/2019
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
05/09/2011 - 06/13/2013
MORGAN STANLEY (MEQUON WI)
WI
09/04/2009 - 04/09/2010
GWFS EQUITIES, INC. (GLENDALE WI)
BOTH
Issued 11/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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