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Ivelisse Perez Mcsweeney

Northwestern Mutual Investment Services, LLC

Tampa, FL

Saint Louis, MO

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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-12-15
  • FL RA
    APPROVED
    Since 2020-12-15

Branch Locations

Tampa, FL • United States

622 Emerson Rd Ste 400, Saint Louis, MO 63141 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Tampa FL 01/2018 11/2020
Raymond James Tampa FL 06/2017 01/2018
Raymond James Middletown CT 09/2010 06/2017
Matthew Lytell Tampa FL 11/2020 12/2020
Liberty Bank Middletown CT 07/2011 06/2017
Matthew Lytell Tampa FL 12/2020 06/2025
Northwestern Mutual Investment Services Llc Tampa FL 12/2020 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2021 Present
Scott Underwood Saint Louis MO 06/2025 Present
  • 01/2018 → 11/2020
    Wells Fargo
    Tampa, FL
  • 06/2017 → 01/2018
    Raymond James
    Tampa, FL
  • 09/2010 → 06/2017
    Raymond James
    Middletown, CT
  • 11/2020 → 12/2020
    Matthew Lytell
    Tampa, FL
  • 07/2011 → 06/2017
    Liberty Bank
    Middletown, CT
  • 12/2020 → 06/2025
    Matthew Lytell
    Tampa, FL
  • 12/2020 → Present
    Northwestern Mutual Investment Services Llc
    Tampa, FL
  • 01/2021 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2025 → Present
    Scott Underwood
    Saint Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-10
S63 Uniform Securities Agent State Law Examination 2012-09-06
  • S65 Uniform Investment Adviser Law Examination
    2015-06-10
  • S63 Uniform Securities Agent State Law Examination
    2012-09-06
Other Names
  • Ivee Perez
  • Ivelisse Perez
  • Ivelisse Perez
  • Ivelisse Mcsweeney
  • Ivelisse Perez
  • Ivelisse Mcsweeney
  • Ivee Mcsweeney

View on SEC IAPD

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