Unclaimed
Jairo V. Rodriguez is an investment advisor representative with Northwestern Mutual Investment Services, LLC. Jairo has been in the industry since 1986. Jairo is registered with the state of New Jersey. Jairo also works with ROBERT W. BAIRD & CO. INCORPORATED. The firm has a main office in Milwaukee, WI.
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
06/28/2012 - Present
Northwestern Mutual Investment Services, LLC (Garden City NY)
WI
09/03/1986 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 06/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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