Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Zwicker is a financial advisor with Northwestern Mutual Investment Services, LLC in Boston, Massachusetts. Alan has been in the financial services industry since 2007 and is registered to provide investment advice in multiple states. Alan has experience working with various financial services companies, including 1st Global Capital Corp. and New England Securities. Alan is licensed to sell securities and offers investment advice.
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
MA
12/01/2011 - Present
Northwestern Mutual Investment Services, LLC (BOSTON MA)
MA
01/08/2008 - 06/06/2011
1ST GLOBAL CAPITAL CORP. (HINGHAM MA)
MA
08/09/2006 - 05/07/2007
NEW ENGLAND SECURITIES (WALTHAM MA)
MA
08/19/2005 - 05/12/2006
AMERIPRISE FINANCIAL SERVICES, INC. (QUINCY MA)
MN
08/19/2005 - 05/12/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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