Unclaimed
Phillip Goodwin is a financial professional with Northwestern Mutual Investment Services, LLC, a firm based in Milwaukee, WI. Phillip is currently licensed in Indiana. Phillip has been in the industry for a short period of time, having joined Northwestern Mutual Investment Services, LLC on August 19, 2024. Phillip has passed the Series 6TO and SIE exams.
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
IN
08/19/2024 - Present
Northwestern Mutual Investment Services, LLC (FORT WAYNE IN)
BC
Issued 08/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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