Unclaimed
Benjamin Greenlee is a registered representative with Northwestern Mutual Investment Services, LLC, working out of their Philadelphia, PA office. Benjamin has been in the financial industry since October 2014 and is licensed to provide financial advice in Pennsylvania. Benjamin holds Series 63 and Series 65 licenses. Benjamin also owns and operates a childcare facility and serves in the US Army Reserves.
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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PA
12/02/2024 - Present
Northwestern Mutual Investment Services, LLC (PHILADELPHIA PA)
Active
Inactive
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