Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Reed is a financial advisor with Northwestern Mutual Investment Services, LLC. Jennifer has been in the financial services industry since April 2012 and holds both Series 7 and Series 63 licenses. Jennifer is also a Certified Financial Planner. Jennifer has previous experience with Wells Fargo Clearing Services, LLC. Jennifer specializes in providing investment research and referrals to other advisors.
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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NY
03/19/2021 - Present
Northwestern Mutual Investment Services, LLC (Albany NY)
NY
04/10/2013 - 03/02/2021
WELLS FARGO CLEARING SERVICES, LLC (ALBANY NY)
NY
03/22/2012 - 04/04/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBANY NY)
IA
Issued 10/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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