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Jeovany E Zelaya

Northwestern Mutual Investment Services, LLC

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About Jeovany E Zelaya

Jeovany E Zelaya is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC. Jeovany E Zelaya has been in the securities industry since August 27, 2017 and has passed the Series 63, Series 65, Series 7TO and SIE exams. Jeovany E Zelaya is registered in Nebraska. Jeovany E Zelaya is currently employed with Northwestern Mutual Investment Services, LLC in Omaha, Nebraska.

Firm Information

Jeovany Zelaya is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Jeovany Zelaya’s Registration & Firm History

NE

01/10/2022 - Present

Northwestern Mutual Investment Services, LLC (OMAHA NE)

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Licenses & Designations

BC

Issued 08/23/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/25/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/03/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeovany E Zelaya.
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