Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Lohenry is a registered representative with Northwestern Mutual Investment Services, LLC. Colin is licensed in 7 states, including California, Massachusetts, and Texas, and is also a Series 63, Series 7TO and SIE exam holder. Colin is active in the financial industry since November 2023.
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
CA
11/06/2023 - Present
Northwestern Mutual Investment Services, LLC (LOS ANGELES CA)
BC
Issued 11/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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