Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Kline is a financial professional with Northwestern Mutual Investment Services, LLC. Jessica Kline has been in the industry since October 29, 2017, and has been registered with the firm since January 1, 2025. Jessica Kline is currently registered in Florida. Jessica Kline holds the Series 66, Series 7 and SIE licenses. Jessica Kline is also registered with Northwestern Mutual Investment Services, LLC as an Investment Adviser Representative. Prior to joining Northwestern Mutual Investment Services, LLC Jessica Kline held positions at Shannon DiSalvo, Student, Dairy Queen, Henry Horta, Northwestern Mutual Wealth Management Company, David Siegel, Northwestern Mutual Life Insurance Company, Property Works, and Shannon Rose DiSalvo.
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
FL
01/01/2025 - Present
Northwestern Mutual Investment Services, LLC (BOCA RATON FL)
FL
07/05/2017 - 03/15/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST PALM BCH FL)
BOTH
Issued 09/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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