Michelle Stevens, financial advisor Boca Raton FL
93 score

Michelle Stevens

CRD Number: 1322590
Current Firm: Northwestern Mutual Investment Services,llc

Michelle Stevens (CRD# 1322590) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Boca Raton, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Investment Services, LLC Ft. Lauderdale, FL Nov 2005 - Current 11
Charles Mcintyre Ft. Lauderdale, FL Dec 2003 - Current 13
Northwestern Mutual Investment Services, LLC Ft. Lauderdale, FL Apr 2002 - Current 14
John On The Green Jupiter, FL Apr 2009 - Apr 2010 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1986
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Michelle K. Stevens
Phone Number: 866-664-7737
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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