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Jaclyn Kayla Purcell

Northwestern Mutual Investment Services, LLC

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About Jaclyn Kayla Purcell

Jaclyn Kayla Purcell is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC. Jaclyn has been working in the financial services industry since 2011 and has a Series 6, Series 7TO, Series 26, Series 63, and Series 65 license. Jaclyn is also registered as an Investment Advisor Representative in Ohio and as a broker in several states, including California, Florida, Georgia, Kentucky, Louisiana, New York, and Ohio. Jaclyn has been with Northwestern Mutual Investment Services, LLC since 2012 and is currently registered with the firm in Ohio.

Firm Information

Jaclyn Purcell is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

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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Jaclyn Purcell’s Registration & Firm History

OH

01/26/2015 - Present

Northwestern Mutual Investment Services, LLC (CINCINNATI OH)

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Licenses & Designations

IA

Issued 01/20/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaclyn Kayla Purcell.
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