Patrick Furey

Northwestern Mutual Investment Services,llc

13 Years of Experience

Akron, OH

1 DisclosureBrokerSells Insurance

Patrick Furey is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Akron, OH, with 13 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Northwestern Mutual Investment Services,llc

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

3800 Embassy Pkwy, Suite 120, Akron, OH, 44333

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

March 1986

Final Disposition

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Other Business ActivitiesSells Insurance

Patrick may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products.

Employment History

Current Registrations

Northwestern Mutual Investment Services,llc

March 2015 - Present · 11 yrs 6 mos

Northwestern Mutual Investment Services, LLCBroker

March 2012 - Present · 14 yrs 6 mos

State Registrations6 states

COMTNCNJNYOH

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.

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