Unclaimed
Benjamin Pawlak is a financial advisor at Northwestern Mutual Investment Services, LLC, with a focus on providing comprehensive financial guidance to clients. Benjamin has been working in the financial industry since 2012, building a strong foundation of experience in investment planning and wealth management. Benjamin is a licensed and registered advisor with a commitment to providing personalized service and helping clients achieve their financial goals.
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
WA
06/03/2024 - Present
Northwestern Mutual Investment Services, LLC (SEATTLE WA)
WA
04/27/2017 - 06/12/2024
WELLS FARGO CLEARING SERVICES, LLC (BELLEVUE WA)
WA
12/11/2012 - 04/28/2017
MORGAN STANLEY (SEATTLE WA)
BOTH
Issued 03/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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