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Jessica Marie Begley

Northwestern Mutual Investment Services, LLC

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About Jessica Marie Begley

Jessica Begley is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Jessica has been in the industry since August 2020, with a focus on investments and insurance. She has passed the Series 6TO, Series 63, and SIE exams, and has been registered in 18 states. Jessica is dedicated to helping her clients achieve their financial goals.

Firm Information

Jessica Begley 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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Jessica Begley’s Registration & Firm History

CA

08/31/2020 - Present

Northwestern Mutual Investment Services, LLC (Santa Monica CA)

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Licenses & Designations

BC

Issued 08/08/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jessica Marie Begley. Review regulatory record here.
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