Unclaimed
Andrew J. White is a financial professional licensed in 18 states. Andrew has been in the financial industry for 6 years. Andrew is registered with Northwestern Mutual Investment Services, LLC and is located in the Waukesha, WI branch office. Andrew is currently licensed with FINRA and has passed the Series 6, Series 7TO, Series 26, and SIE exams.
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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2
WI
04/21/2017 - Present
Northwestern Mutual Investment Services, LLC (Waukesha WI)
BC
Issued 04/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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