linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Orvil John Elia

Northwestern Mutual Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Orvil? Claim Your Profile

About Orvil John Elia

Orvil Elia is a financial advisor at Northwestern Mutual Investment Services, LLC. He is a Registered Representative and Investment Advisor Representative with over 18 years of experience in the financial services industry. Orvil has been associated with Northwestern Mutual Investment Services, LLC since June of 2009. He has a wide range of experience in the financial industry, having worked at several other firms such as A. G. Edwards & Sons, Inc., Fifth Third Securities, Inc. and Raymond James & Associates, Inc. Orvil holds both Series 66 and Series 7 licenses and the Securities Industry Essentials Examination (SIE). He provides investment research, referrals to other advisors and financial planning services. Orvil also provides referrals to other advisors who are not affiliated with Northwestern Mutual Investment Services, LLC for the sale of non-variable life, health, annuity and/or disability income insurance products.

Firm Information

Orvil Elia 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.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Orvil Elia’s Registration & Firm History

FL

08/18/2009 - Present

Northwestern Mutual Investment Services, LLC (Naples FL)

FL

08/28/2006 - 12/05/2007

A. G. EDWARDS & SONS, INC. (BONITA SPRINGS FL)

FL

05/25/2006 - 07/20/2006

FIFTH THIRD SECURITIES, INC. (BONITA SPRINGS FL)

FL

12/01/2004 - 11/08/2005

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

Not sure if Orvil John Elia is right for you?

Licenses & Designations

BOTH

Issued 12/10/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Orvil John Elia.
Not sure if Orvil John Elia is right for you?