Unclaimed
Daniel Wisted is a financial professional with over 38 years of experience in the industry. He has been with Northwestern Mutual Investment Services, LLC since June 12, 1984. His office is located at 3440 Preston Ridge Rd, Suite 325 in Alpharetta, GA. Daniel has licenses in 14 states and holds the Series 6, Series 63, and SIE licenses.
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
GA
06/12/1984 - Present
Northwestern Mutual Investment Services, LLC (ALPHARETTA GA)
BC
Issued 07/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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