linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Patrick Dwinell

Northwestern Mutual Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Patrick Dwinell

Brian Patrick Dwinell is a registered representative with Northwestern Mutual Investment Services, LLC, based in Manchester, NH. Brian has been in the financial services industry since 2008. Brian holds the Series 6, 7, 55, and 63 licenses, as well as the SIE exam. Brian is registered with the states of Florida, Maine, Massachusetts, New Hampshire, New York, Oklahoma, Pennsylvania, South Carolina, and Vermont. Brian was previously employed with NORTH HAMPTON PARTNERS, L.P., MOORS & CABOT, INC., and NATIONAL FINANCIAL SERVICES LLC.

Firm Information

Brian Dwinell is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

check

investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Dwinell’s Registration & Firm History

NH

03/04/2013 - Present

Northwestern Mutual Investment Services, LLC (MANCHESTER NH)

MA

05/31/2002 - 06/23/2003

NORTH HAMPTON PARTNERS, L.P. (WELLESLEY MA)

MA

08/28/2001 - 05/30/2002

MOORS & CABOT, INC. (BOSTON MA)

MA

09/16/1998 - 08/09/2001

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

Not sure if Brian Patrick Dwinell is right for you?

Licenses & Designations

BC

Issued 03/11/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2015

Series 7 - General Securities Representative Examination

BC

Issued 03/02/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/15/2002

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Patrick Dwinell.
Not sure if Brian Patrick Dwinell is right for you?