IM
IM

Ilene Medina

14 Years of Experience
New York, NY
Broker

Ilene Medina is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in New York, NY, with 14 years of industry experience. Ilene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

300 Madison Ave Fl 25, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2021 - Present · 4 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Lincoln Financial Advisors Corporation
January 2008 - September 2014 · 6 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
January 2008 - September 2014 · 6 yrs 8 mos
Morgan Stanley
September 2005 - February 2006 · 5 mos
Morgan Stanley Dw INC.Broker
November 2002 - February 2006 · 3 yrs 3 mos
Hd Brous & CO., INC.Broker
March 2002 - April 2002 · 1 mo
State Registrations7 states
CACTFLNJNYPARI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.