Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven J Degraffinreed is a financial advisor with Northwestern Mutual Investment Services, LLC, a firm based in Milwaukee, WI. Steven has been in the industry since 2012 and is licensed to sell securities in Ohio. Steven has experience with JPMorgan Securities LLC and Chase Investment Services Corp., and holds Series 6, Series 63, and SIE licenses. Steven's expertise includes investment research and referrals to other advisors.
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
OH
06/30/2023 - Present
Northwestern Mutual Investment Services, LLC (AKRON OH)
OH
12/06/2022 - 05/13/2023
J.P. MORGAN SECURITIES LLC (ALLIANCE OH)
OH
06/10/2021 - 07/11/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AKRON OH)
OH
10/01/2012 - 06/07/2021
J.P. MORGAN SECURITIES LLC (HARTVILLE OH)
OH
05/23/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BARBERTON OH)
BC
Issued 09/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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