Unclaimed
Brandon Eric Logan is a financial advisor at Northwestern Mutual Investment Services, LLC in New York, NY. Brandon has been working in the financial industry since June 2015. Brandon has a Series 66, SIE and Series 7 license. Previously, Brandon worked for Charles Schwab & Co., Inc. in Mount Kisco, NY and Ameriprise Financial Services, Inc. in Briarcliff Manor, NY. Brandon's expertise includes investment research and referrals to other advisors. Brandon's firm, Northwestern Mutual Investment Services, LLC, has a main office in Milwaukee, WI. Northwestern Mutual Investment Services, LLC has a regulatory assets under management of $0. Northwestern Mutual Investment Services, LLC is an investment advisor.
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
NY
06/16/2022 - Present
Northwestern Mutual Investment Services, LLC (New York NY)
NY
06/26/2020 - 04/23/2021
CHARLES SCHWAB & CO., INC. (Mt Kisco NY)
NY
08/07/2015 - 10/16/2019
AMERIPRISE FINANCIAL SERVICES, INC. (BRIARCLIFF MANOR NY)
BOTH
Issued 07/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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