Unclaimed
Jolena Damore is a registered representative at Northwestern Mutual Investment Services, LLC, a firm that has been in operation for over a century. Jolena is a new advisor, having joined the firm in February of 2024 and passed the required Series 7TO, Series 63, and SIE exams. Jolena is licensed to provide investment advice in New Jersey. Northwestern Mutual Investment Services, LLC has a large and diverse client base and offers a variety of investment services, including financial planning, investment management, and retirement planning.
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
NJ
02/16/2024 - Present
Northwestern Mutual Investment Services, LLC (Princeton NJ)
BC
Issued 07/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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