Unclaimed
Jeffrey Gelfand is a financial advisor with Northwestern Mutual Investment Services, LLC. Jeffrey has been in the financial services industry since 1999. Jeffrey holds Series 6, 7, 63 and 66 securities licenses and is registered to sell securities in 12 states. Jeffrey is a member of the Financial Industry Regulatory Authority (FINRA). In addition to investment advisory services, Jeffrey also offers insurance products.
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
VA
01/06/2024 - Present
Northwestern Mutual Investment Services, LLC (MC LEAN VA)
WI
08/24/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 11/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2004
Series 7 - General Securities Representative Examination
BC
Issued 7/8/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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