Sharon Marshall (CRD# 2064576) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wilbraham, MA and has over 32 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jul 2020 - Current | 3 |
| Robert Roy | Wilbraham, MA | Mar 2019 - Current | 5 |
| Northwestern Mutual Investment Services, LLC | Springfield, MA | Feb 2014 - Current | 10 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Mar 2019 | 3 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Feb 2014 - Mar 2019 | 5 |
| Northwestern Mutual Investment Services, LLC | Springfield, MA | Oct 2015 - Mar 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
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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