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Milan Suri

Northwestern Mutual Investment Services, LLC

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About Milan Suri

Milan Suri is a financial professional with a proven track record in the industry. Milan has experience working at UBS Financial Services Inc. and Credit Suisse Securities (USA) LLC. Currently, Milan is a registered representative with Northwestern Mutual Investment Services, LLC and is licensed in New York and Wisconsin. Milan has passed several industry exams including Series 7, Series 3, Series 66, Series 24, Series 63, and SIE.

Firm Information

Milan Suri 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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Milan Suri’s Registration & Firm History

NY

03/23/2023 - Present

Northwestern Mutual Investment Services, LLC (NEW YORK NY)

NY

04/07/2014 - 03/20/2017

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

08/23/2011 - 01/10/2014

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/01/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 04/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2023

Series 24 - General Securities Principal Examination

BC

Issued 03/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/06/2023

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2011

Series 3 - National Commodity Futures Examination

BC

Issued 08/22/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Milan Suri.
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