Unclaimed
Jack Harrison Wells is a financial professional with Northwestern Mutual Investment Services, LLC. Jack has been in the industry since March 2023. Jack is registered with the state of Massachusetts as an Investment Advisor Representative and holds the Series 6TO, SIE, and Series 63 licenses. Northwestern Mutual Investment Services, LLC is a firm that has a total of 2399 Registered Representatives, and 2341 Investment Advisor Representatives. The firm provides advisory services for clients including, but not limited to, banking or thrift institutions.
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
MA
03/20/2023 - Present
Northwestern Mutual Investment Services, LLC (BOSTON MA)
BC
Issued 02/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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