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Forrest E Hall

Northwestern Mutual Investment Services, LLC

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About Forrest E Hall

Forrest E Hall is an investment advisor representative with Northwestern Mutual Investment Services, LLC. Forrest has been in the securities industry since July 1, 2012. Forrest is registered in North Carolina, and has been with Northwestern Mutual Investment Services, LLC since March 13, 2023. Prior to joining Northwestern Mutual Investment Services, LLC, Forrest was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Advisors Corporation, American Express Financial Advisors Inc. and IDS Life Insurance Company. Forrest has a Series 66, Series 7 and SIE license.

Firm Information

Forrest Hall is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

500 W 5th St Ste 604

WINSTON SALEM, NC 27101

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Forrest Hall’s Registration & Firm History

NC

03/13/2023 - Present

Northwestern Mutual Investment Services, LLC (WINSTON SALEM NC)

NC

09/24/2014 - 01/05/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KERNERSVILLE NC)

FL

07/13/2012 - 09/10/2014

LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE FL)

MN

07/26/2001 - 10/23/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/26/2001 - 10/23/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/7/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/12/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Forrest E Hall.
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