Stephen Cooley (CRD# 5639198) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wilmington, NC and has over 14 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Investment Services, LLC | Wilmington, NC | Jun 2020 - Current | 3 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Current | 8 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2009 - Current | 15 |
| Northwestern Mutual Investment Services, LLC | Fredericksburg, VA | Jan 2010 - May 2020 | 10 |
| Northwestern Mutual Investment Services, LLC | Fredericksburg, VA | Apr 2014 - Mar 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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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