Unclaimed
Benjamin Taylor is a financial professional with experience in the financial industry. Benjamin holds the Series 7, 7TO and 66 securities licenses. Benjamin has been a registered representative for Northwestern Mutual Investment Services, LLC since 2024. Prior to joining Northwestern Mutual, Benjamin was associated with E*TRADE Securities LLC and J.P. Morgan Securities LLC. Benjamin has experience working with a range of clients including corporations, businesses, and individuals.
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
IL
05/13/2024 - Present
Northwestern Mutual Investment Services, LLC (DOWNERS GROVE IL)
IL
09/14/2018 - 07/30/2021
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
08/10/2016 - 08/29/2018
J.P. MORGAN SECURITIES LLC (Chicago IL)
BOTH
Issued 09/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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