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Philip Michael Cujas

Northwestern Mutual Investment Services, LLC

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About Philip Michael Cujas

Philip Cujas is a financial advisor with Northwestern Mutual Investment Services, LLC. Philip is registered with FINRA and the state of North Carolina. Philip has been in the financial services industry since December 24, 2016. Philip holds a Series 6, 7, 9, 10, 26, 63, and 66 securities license. Philip works with clients on a wide range of financial needs, including investment research, referrals to other advisers, and financial planning. Philip’s previous work experience includes roles at Wells Fargo Clearing Services, LLC and Richard Worrell.

Firm Information

Philip Cujas 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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Philip Cujas’s Registration & Firm History

NC

07/08/2021 - Present

Northwestern Mutual Investment Services, LLC (CHARLOTTE NC)

NC

01/23/2020 - 06/24/2021

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

NC

12/12/2016 - 01/24/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 03/10/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/13/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/06/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2018

Series 7 - General Securities Representative Examination

BC

Issued 12/12/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Michael Cujas.
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