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Aimee Keeney

Northwestern Mutual Investment Services, LLC

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About Aimee Keeney

Aimee Keeney is a registered representative of Northwestern Mutual Investment Services, LLC. Aimee Keeney has been in the industry since February 19, 2014. Aimee Keeney is registered in several states including Oregon, Washington, California, Nevada, Utah, Colorado, and Arizona. Aimee Keeney previously worked at Equitable Advisors, LLC, Morgan Stanley DW Inc., and Quick & Reilly, Inc. Northwestern Mutual Investment Services, LLC is a registered broker-dealer and investment advisor and provides financial planning, investment management, and insurance services.

Firm Information

Aimee Keeney is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

2 Centerpointe Dr

Lake Oswego, OR 97035

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Aimee Keeney’s Registration & Firm History

OR

07/06/2021 - Present

Northwestern Mutual Investment Services, LLC (Lake Oswego OR)

OR

05/19/2020 - 06/22/2021

EQUITABLE ADVISORS, LLC (PORTLAND OR)

NY

07/26/1999 - 12/13/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

09/08/1995 - 11/03/1999

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/18/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 6/12/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 9/3/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 8/28/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 5/19/2020

Series 7TO - General Securities Representative Examination

BC

Issued 2/22/2020

SIE - Securities Industry Essentials Examination

BC

Issued 9/7/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aimee Keeney.
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