Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Zacharias Lewinsky is a financial professional registered with Northwestern Mutual Investment Services, LLC. Jordan has been in the financial services industry since May 2019. Jordan has passed the Series 7TO, Series 24 and SIE exams. Jordan is based in Franklin, WI and is currently employed by Northwestern Mutual Investment Services, LLC.
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
WI
05/07/2019 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
BC
Issued 07/02/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jordan Lewinsky is the right advisor for you? Invested Better is here to help.
