Unclaimed
Jeffrey M Reynolds is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Jeffrey has over 15 years of experience in the financial services industry. Jeffrey holds Series 6, 7, and 63 licenses as well as the SIE exam. Jeffrey is currently registered in 22 states, including Arizona, California, Colorado, and more.
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
MT
01/10/2007 - Present
Northwestern Mutual Investment Services, LLC (BILLINGS MT)
BC
Issued 01/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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