Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Crosley is a financial advisor with over 20 years of experience in the industry. Jeffrey is registered with Northwestern Mutual Investment Services, LLC and has a Series 6, 7, 26, 63 and 65 licenses. Jeffrey is also registered in multiple states and specializes in providing financial advice to clients.
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
MD
10/22/2001 - Present
Northwestern Mutual Investment Services, LLC (BALTIMORE MD)
BC
Issued 12/07/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Crosley is the right advisor for you? Invested Better is here to help.
