Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Jelso is a financial advisor with Northwestern Mutual Investment Services, LLC. Anthony has been in the financial services industry since May 22, 2000, and has offices in Franklin, TN and Paso Robles, CA. Anthony is registered to provide investment advice in 12 states including Arizona, California, Colorado, Indiana, Michigan, New Mexico, North Carolina, Oregon, Tennessee, and Texas. Anthony holds Series 6, 63, and 65 securities licenses, as well as the SIE exam. Anthony is a licensed life insurance agent in the State of Wisconsin.
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
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2
TN
01/07/2022 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN TN)
WI
05/23/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 01/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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