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Terry Ray Young

Northwestern Mutual Investment Services, LLC

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About Terry Ray Young

Terry Young is a financial advisor with Northwestern Mutual Investment Services, LLC in Milwaukee, Wisconsin. Terry has been in the financial industry since 2000. Terry has a strong background in both securities and investment advisory services. Terry is also a registered principal, holding both Series 24 and Series 26 licenses. Terry has been registered with Northwestern Mutual Investment Services, LLC since 2006. Prior to that, Terry was registered with Allstate Distributors, L.L.C., Investors Brokerage Services, Inc., and ALFS, Inc.

Firm Information

Terry Young 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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Terry Young’s Registration & Firm History

WI

05/26/2006 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

IL

07/01/2003 - 08/16/2005

ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)

IL

09/06/2001 - 01/31/2003

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

IL

07/02/1998 - 12/05/2000

ALFS, INC. (NORTHBROOK IL)

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Licenses & Designations

BC

Issued 03/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/1999

Series 24 - General Securities Principal Examination

BC

Issued 04/02/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/19/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Ray Young.
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