Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Donovan is a financial professional registered with Northwestern Mutual Investment Services, LLC. Adam has been in the financial services industry since December 20, 2023. Adam holds FINRA Series 7TO, SIE, and Series 63 licenses and is registered with the state of Pennsylvania. Adam is also registered with the states of Connecticut and New Jersey. The branch office Adam is associated with is located in Center Valley, PA. The Northwestern Mutual Investment Services, LLC main office is located in Milwaukee, Wisconsin. The firm has a total of 2181 licensed agents, 2341 investment advisor reps, and 2399 registered representatives.
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.
Investment research; referrals to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
PA
12/20/2023 - Present
Northwestern Mutual Investment Services, LLC (CENTER VALLEY PA)
BC
Issued 03/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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