Unclaimed
Connor Chylik is an investment advisor representative at Northwestern Mutual Investment Services, LLC. Connor is based in Upper Arlington, Ohio and has been in the industry since 2023. Connor holds the Series 66, Series 7TO, and SIE licenses and has been registered with FINRA since April 2024. Prior to joining Northwestern Mutual, Connor worked at MORGAN STANLEY in Columbus, Ohio. Connor can assist clients with various financial needs, including investment research and referrals to other advisors.
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
OH
04/14/2024 - Present
Northwestern Mutual Investment Services, LLC (Upper Arlington OH)
OH
03/27/2023 - 01/05/2024
MORGAN STANLEY (Columbus OH)
BOTH
Issued 06/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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