Unclaimed
Jenifer Castellano is a financial advisor currently working at Northwestern Mutual Investment Services, LLC. Jenifer began working with Northwestern Mutual Investment Services, LLC in October 2017. Jenifer earned the Series 7 and SIE licenses. Jenifer has been working in the financial industry for more than ten years.
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
NC
04/20/2018 - Present
Northwestern Mutual Investment Services, LLC (Raleigh NC)
BOTH
Issued 03/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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