Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thurston Garrard is a financial advisor with Northwestern Mutual Investment Services, LLC. Jeffrey has been in the industry since April 2009 and has a Series 6, 63, and 65 licenses. Jeffrey is registered with the states of Alabama, Florida, Georgia, and Mississippi. Jeffrey's current office location is 2050 W County Hwy 30-A, Bldg M1 Unit 211 in Santa Rosa Beach, Florida.
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
FL
04/21/2009 - Present
Northwestern Mutual Investment Services, LLC (Santa Rosa Beach FL)
IA
Issued 03/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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