Unclaimed
Jerel Marshal Faigen is a financial advisor with Northwestern Mutual Investment Services, LLC. Jerel is registered to provide investment advice and securities services in over 30 states, including Illinois, Wisconsin, Arizona, California, and Texas. Jerel has been in the financial services industry since May 1984. In addition to his current role at Northwestern Mutual, Jerel was previously employed at Robert W. Baird & Co. Incorporated. Jerel holds a Series 6, Series 63, and SIE license, which allows him to sell mutual funds, variable annuities, and other investment products. Jerel's expertise includes investment research, referrals to other advisors, and providing customized financial planning solutions to meet the needs of clients.
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
IL
05/17/1984 - Present
Northwestern Mutual Investment Services, LLC (CHICAGO IL)
WI
01/27/1988 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 11/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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