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Amalea Zegarzewski

Northwestern Mutual Investment Services, LLC

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About Amalea Zegarzewski

Amalea Zegarzewski is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Amalea has over 7 years of experience in the financial services industry. Amalea is a Certified Financial Planner™ professional and holds the Series 7, Series 63, and Series 66 licenses. Amalea is registered with the state of North Carolina and other states. In addition to the current employment, Amalea has worked with several other firms like Cetera Advisors LLC, Fidelity Brokerage Services LLC, and AXA Advisors, LLC.

Firm Information

Amalea Zegarzewski 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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Amalea Zegarzewski’s Registration & Firm History

NC

11/06/2023 - Present

Northwestern Mutual Investment Services, LLC (Raleigh NC)

PA

09/07/2023 - 10/04/2023

BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)

AZ

09/21/2022 - 09/01/2023

CETERA ADVISORS LLC (SCOTTSDALE AZ)

AZ

06/17/2020 - 10/03/2022

FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)

TX

06/17/2016 - 06/09/2020

AXA ADVISORS, LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 08/05/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amalea Zegarzewski.
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