Huldah Mathis, financial advisor Sarasota FL
96 score

Huldah Mathis

CRD Number: 5630914
Current Firm: Northwestern Mutual Investment Services,llc

Huldah Mathis (CRD# 5630914) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Sarasota, FL and has over 7 years of experience in the finance industry. Huldah Mathis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Sarasota, FL Jan 2009 - Current 7
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2009 - Current 7
Northwestern Mutual Investment Services, LLC Sarasota, FL Oct 2010 - Mar 2016 5
Suntrust Bank Sarasota, FL Jun 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2009
Contact Info for Huldah C. Mathis
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
96
Clean Record
This advisor has a clean track record with regulators.

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