Unclaimed
Anthony Jillson is a financial professional registered with Northwestern Mutual Investment Services, LLC. Anthony has been in the financial industry since 2018 and holds Series 63, SIE, and Series 7 licenses. Anthony is currently registered in New York and has previous registrations in Massachusetts and Florida. Anthony previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Northwestern Mutual Investment Services, LLC. Anthony is located in Phoenix, New York.
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
NY
01/19/2024 - Present
Northwestern Mutual Investment Services, LLC (PHOENIX NY)
MA
05/02/2023 - 11/02/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Woburn MA)
FL
02/27/2018 - 01/06/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BC
Issued 07/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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