Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Kendall Zoller is a financial advisor at Northwestern Mutual Investment Services, LLC. Jeff has been in the financial services industry since March 1995. Jeff has a Series 6, Series 26, Series 63, and Series 12 licenses and has been registered in Connecticut, Florida, Massachusetts, Missouri, New York, North Carolina, Texas, and Vermont. Jeff has been with Northwestern Mutual Investment Services, LLC since March 1995 and previously worked for ROBERT W. BAIRD & CO. INCORPORATED.
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
03/31/1995 - Present
Northwestern Mutual Investment Services, LLC (NEW HARTFORD NY)
WI
03/31/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 07/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/29/1997
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeff Zoller is the right advisor for you? Invested Better is here to help.
