Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Luedtke is a financial professional with Northwestern Mutual Investment Services, LLC, a firm with a large number of agents and a reputation for serving a diverse clientele. Jay’s experience in the industry spans over a decade, and he’s been registered in Wisconsin since 2012 and has since expanded his reach to include several other states. Jay is licensed to provide investment advice and has several certifications, including the Series 6 and Series 63. His clients benefit from his breadth of knowledge in investment company products and variable contracts.
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
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2
WI
09/27/2011 - Present
Northwestern Mutual Investment Services, LLC (GERMANTOWN WI)
BC
Issued 12/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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