Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Shin woo Lerche is a financial professional registered in Wisconsin with Northwestern Mutual Investment Services, LLC. Benjamin Shin woo Lerche has been in the industry since 2017 and previously worked with PRUCO SECURITIES, LLC. and MWA FINANCIAL SERVICES INC. Benjamin Shin woo Lerche is licensed to offer securities and investment advice. Northwestern Mutual Investment Services, LLC is a Registered Investment Adviser and Broker-dealer that offers investment advisory services.
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
WI
08/18/2022 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
12/23/2018 - 05/02/2022
PRUCO SECURITIES, LLC. (WAUWATOSA WI)
WI
05/20/2017 - 04/19/2018
MWA FINANCIAL SERVICES INC. (Brookfield WI)
BC
Issued 08/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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