Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dakota? Claim Your ProfileDakota Raymond Heer is a financial advisor who is registered in North Carolina with Northwestern Mutual Investment Services, LLC. Dakota has passed the SIE, Series 63 and Series 6TO exams. Dakota has been in the industry since February 3rd, 2022. Dakota has one branch office location in Raleigh, NC. Dakota is a licensed agent for Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is headquartered in Milwaukee, WI and is a broker-dealer. The firm was established in 1968, and has 2399 registered representatives, and 2341 investment advisor representatives. Northwestern Mutual Investment Services, LLC has at least one client with assets under management of $0. Northwestern Mutual Investment Services, LLC offers advisory services for a variety of individuals and businesses.
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
NC
02/04/2022 - Present
Northwestern Mutual Investment Services, LLC (Raleigh NC)
BC
Issued 02/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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