Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Metzger is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Alan has been in the financial services industry since July 2015. He holds the Series 6, Series 63, and SIE licenses and is registered in Alabama, Arizona, Colorado, Florida, Illinois, Indiana, Kentucky, Maryland, Missouri, New York, Ohio, Texas, and Washington. Alan's firm, Northwestern Mutual Investment Services, LLC, is headquartered in Milwaukee, Wisconsin and has over 2,000 licensed agents and registered representatives. The firm offers a variety of financial services, including investment research, referrals to other advisors, and investment management for individuals.
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.
Investment research; referrals to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
MO
06/19/2020 - Present
Northwestern Mutual Investment Services, LLC (Sunset Hills MO)
MO
07/31/2015 - 06/19/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)
BC
Issued 11/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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