Brian Elfand (CRD# 5603774) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Philadelphia, PA and has over 14 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Insurance Services LLC | Boca Raton, FL | Jul 2022 - Current | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Current | 8 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2008 - Current | 15 |
| Northwestern Mutual Investment Services, LLC | Philadelphia, PA | Aug 2009 - Jul 2022 | 12 |
| Northwestern Mutual Investment Services, LLC | Philadelphia, PA | Jul 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- PA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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