Maxwell
Lloyd

Northwestern Mutual Investment Services, LLC

CRD#5705360
Investment Advisor
in Boca Raton, FL

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About this Advisor

Maxwell Lloyd is a financial advisor based out of Boca Raton, Florida, who has 10 years of experience as a financial advisor. Lloyd works at Northwestern Mutual Investment Services, LLC. During their career, the advisor has held roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC and Northwestern Mutual Wealth Management Company. Lloyd has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Northwestern Mutual Investment Services, LLC is an advisory business based in Boca Raton, Florida. The business offers other services. A financial advisor's fees largely depend on which service is provided. Fees charged by Northwestern Mutual Investment Services, LLC can include any combination of fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Other

Fee Structure

Fixed Fees, Others

Disclosures

Yes

Office Location

1515 S Federal Hwy Ste 208
Boca Raton, FL 33432

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

1,597

FL Average: 43

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Investment Advisory Services

  • Other

Maxwell Lloyd Work History

Maxwell has 11 years of experience.

2016 - Present (4 years)

Northwestern Mutual Wealth Management Company

2010 - Present (10 years)

Northwestern Mutual Investment Services, LLC

2009 - Present (11 years)

Northwestern Mutual Life Insurance Company

2014 - 2016 (2 years)

Northwestern Mutual Investment Services LLC

Disclosures

Maxwell Lloyd has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northwestern Mutual Investment Services,LLC

David Plocher
Glen Carbon, IL
John Sachariah
Red Bank, NJ
Kathryn Mimms
Fairfield, CT
Min Jian Yang
Peachtree Corners, GA
Isiah Williams
Washington, DC
Matthew Raposo
Providence, RI
Kevin George
West Chester, OH
Matthew Daniels
Troy, MI

This content was compiled from the SEC and FINRA.

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