Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arleen? Claim Your ProfileArleen Jean Llewellyn is a financial advisor in FORT WORTH, TX, working with Northwestern Mutual Investment Services, LLC. Arleen began her career in the financial services industry on January 19, 1982. Arleen has a Series 6, 7, 24, 63 and 65. She has a total of 2 state exams and 3 product exams. Arleen Jean Llewellyn is currently registered with the state of Texas.
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
TX
01/20/1982 - Present
Northwestern Mutual Investment Services, LLC (FORT WORTH TX)
WI
06/23/1988 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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