Unclaimed
Alex Lehner is a registered representative with Northwestern Mutual Investment Services, LLC, and has been in the industry since November 4, 2021. Alex is registered to sell securities in Minnesota and North Carolina. Alex holds FINRA Series 63, 7TO, and SIE licenses. Alex is located in Edina, Minnesota, and has been with Northwestern Mutual Investment Services, LLC since November 5, 2021.
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
MN
11/05/2021 - Present
Northwestern Mutual Investment Services, LLC (EDINA MN)
BC
Issued 12/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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