Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lombardo is a financial advisor with Northwestern Mutual Investment Services, LLC, located in Troy, Michigan. Jennifer has been in the financial services industry since October 12, 2002, and has been with Northwestern Mutual Investment Services, LLC since June 9, 2005. Jennifer holds a Series 6, 7 and 63 license, as well as the SIE exam. Jennifer is registered to provide financial advice in Michigan and New York. 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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MI
06/09/2005 - Present
Northwestern Mutual Investment Services, LLC (Troy MI)
WI
10/23/2000 - 06/19/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 09/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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