Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Schenkel is a financial advisor at Northwestern Mutual Investment Services, LLC. Jeffrey has been in the financial services industry since 1987. Jeffrey is a Series 6, 7, and 66 licensed professional. Jeffrey has a history of working in financial services, having previously worked at Robert W. Baird & Co. Incorporated. Jeffrey is registered in the states of District of Columbia, Maryland, North Carolina, and Virginia. Jeffrey is an experienced financial advisor with a broad range of expertise in the financial services industry.
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
VA
10/26/1987 - Present
Northwestern Mutual Investment Services, LLC (FAIRFAX VA)
WI
04/21/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Schenkel is the right advisor for you? Invested Better is here to help.
