Unclaimed
Jared Schy is a Registered Representative for Northwestern Mutual Investment Services, LLC, located in Wellesley, MA. Jared is a licensed securities professional with Series 7, 6, and 63 licenses, and has experience in the financial industry. Jared's focus is on providing investment advice and guidance to clients.
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
03/31/2023 - Present
Northwestern Mutual Investment Services, LLC (WELLESLEY MA)
BC
Issued 05/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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