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Benjamin Reed Levy

Northwestern Mutual Investment Services, LLC

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About Benjamin Reed Levy

Benjamin Levy is a financial advisor at Northwestern Mutual Investment Services, LLC, and has been working in the financial industry since April 2010. He specializes in providing investment and financial planning advice to individual clients. Benjamin is registered with FINRA and the state of New Jersey. He is also a registered investment advisor in the state of New Jersey. Benjamin's other professional experience includes previous roles at MML Investors Services, LLC, and Northwestern Mutual Investment Services, LLC in Pennsylvania. Benjamin holds the Series 6, 7, and 63 licenses. He also passed the SIE and Series 65 exams. Benjamin is a member of the North American Securities Administrators Association (NASAA).

Firm Information

Benjamin Levy 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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Benjamin Levy’s Registration & Firm History

NY

02/22/2024 - Present

Northwestern Mutual Investment Services, LLC (Pittsford NY)

PA

10/08/2012 - 01/07/2013

MML INVESTORS SERVICES, LLC (PITTSBURGH PA)

PA

02/09/2010 - 08/13/2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 02/10/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2016

Series 7 - General Securities Representative Examination

BC

Issued 02/08/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Reed Levy.
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