Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilene? Claim Your ProfileIlene Medina is an Investment Advisor Representative at Northwestern Mutual Investment Services, LLC. Ilene has over 13 years of experience in the financial services industry. Ilene has been registered with the state of New York since 2021. Previously, Ilene was an Investment Advisor Representative at LINCOLN FINANCIAL ADVISORS CORPORATION and MORGAN STANLEY DW INC. Ilene holds the Series 7, Series 31, Series 66, and SIE licenses.
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
11/23/2021 - Present
Northwestern Mutual Investment Services, LLC (NEW YORK NY)
NY
01/24/2008 - 09/22/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (SYOSSET NY)
NY
11/11/2002 - 02/23/2006
MORGAN STANLEY DW INC. (JERICHO NY)
NY
03/08/2002 - 04/05/2002
HD BROUS & CO., INC. (GREAT NECK NY)
BOTH
Issued 11/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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