Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Sommer is a registered representative of Northwestern Mutual Investment Services, LLC. Allan has been in the securities industry for over 4 years. Allan has a Series 66, Series 7TO, and a SIE. Allan has been employed with Northwestern Mutual Investment Services, LLC since 2020.
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
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CA
01/01/2025 - Present
Northwestern Mutual Investment Services, LLC (IRVINE CA)
MO
07/26/2019 - 11/27/2019
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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