Unclaimed
Alec Shunk is a registered representative with Northwestern Mutual Investment Services, LLC. Alec has been in the securities industry since 2014 and holds the Series 6, Series 7TO and Series 63 licenses. Alec has over 10 years of experience in the financial services industry and is dedicated to providing clients with personalized financial guidance and solutions. Alec is registered in 31 states.
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
FL
04/29/2014 - Present
Northwestern Mutual Investment Services, LLC (Naples FL)
BC
Issued 02/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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