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Simon A Molina

Northwestern Mutual Investment Services, LLC

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About Simon A Molina

Simon Molina is a financial professional registered with Northwestern Mutual Investment Services, LLC in Wisconsin. Simon has been in the industry since January 8, 2019. Simon is licensed to offer securities products and services to customers in Wisconsin. Simon has passed several industry exams including the Series 7, Series 6, Series 26, and Series 63 exams. Simon's current branch office is located in Milwaukee, Wisconsin. Simon has experience working with a variety of clients including individuals and corporations. Simon is committed to providing his clients with the highest quality financial advice and services.

Firm Information

Simon Molina 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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Simon Molina’s Registration & Firm History

WI

09/11/2019 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

WI

09/14/2018 - 05/16/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 09/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Simon A Molina.
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