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Allison Beth Meyers

Northwestern Mutual Investment Services, LLC

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About Allison Beth Meyers

Allison Meyers is a financial professional with over 13 years of experience in the financial services industry. Allison has worked with several firms including Ameriprise Financial Services, LLC, UBS Financial Services Inc., Oppenheimer & Co. Inc., and LPL Financial LLC. Allison is currently registered with Northwestern Mutual Investment Services, LLC and is based out of the Washington, DC office. Allison holds the Series 6, 7, and 66 licenses and the SIE exam.

Firm Information

Allison Meyers is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

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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Allison Meyers’s Registration & Firm History

FL

03/02/2022 - Present

Northwestern Mutual Investment Services, LLC (N Palm Beach FL)

FL

07/10/2015 - 01/17/2022

AMERIPRISE FINANCIAL SERVICES, LLC (PALM BEACH GARDENS FL)

FL

04/30/2015 - 07/13/2015

UBS FINANCIAL SERVICES INC. (BOCA RATON FL)

FL

02/23/2012 - 05/04/2015

OPPENHEIMER & CO. INC. (BOCA RATON FL)

FL

01/05/2012 - 02/24/2012

LPL FINANCIAL LLC (TEQUESTA FL)

FL

03/20/2009 - 11/25/2011

LPL FINANCIAL LLC (LAKE WORTH FL)

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Licenses & Designations

BOTH

Issued 11/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/19/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allison Beth Meyers.
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