Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Koswick is a financial advisor with Northwestern Mutual Investment Services, LLC. Allan is based in Boston, MA and has been in the financial services industry since 1985. Allan has experience with a variety of financial products and services, including investment research, referrals to other advisors, and insurance products.
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
11/27/2007 - Present
Northwestern Mutual Investment Services, LLC (BOSTON MA)
WI
07/09/1991 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
04/21/1989 - 05/07/1991
MOORS & CABOT, INC. (BOSTON MA)
NA
07/24/1985 - 04/27/1989
ALTERNATIVE INVESTMENT CORPORATION
BOTH
Issued 10/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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