Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Edward Woodall is a financial professional with Northwestern Mutual Investment Services, LLC. Jeffrey has been working in the financial industry since 2022. Jeffrey is registered in 22 states and has a Series 63, Series 6TO, Series 26, and SIE licenses. Jeffrey's current firm, Northwestern Mutual Investment Services, LLC, is headquartered in Milwaukee, WI and is a registered investment advisor with the Securities and Exchange Commission.
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
11/01/2022 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
PA
06/13/2022 - 10/10/2022
NYLIFE SECURITIES LLC (PITTSBURGH PA)
BC
Issued 08/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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