Unclaimed
Zoe MacDonald is a registered representative with Northwestern Mutual Investment Services, LLC. Zoe MacDonald is currently registered in Colorado. Zoe MacDonald has a Series 7TO, Series 63, and SIE license. Zoe MacDonald has been working in the financial services industry since February 18, 2024. Zoe MacDonald joined Northwestern Mutual Investment Services, LLC on February 19, 2024.
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
CO
02/19/2024 - Present
Northwestern Mutual Investment Services, LLC (DENVER CO)
BC
Issued 03/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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