Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Birkenstock is a financial advisor with Northwestern Mutual Investment Services, LLC. David is licensed to offer investment advice and securities in the states of California, Colorado, Connecticut, Delaware, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. David has been in the securities industry since September 30, 2008. David is also a Finance Council Member at St. James Church in Pennington, New Jersey.
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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NJ
06/11/2013 - Present
Northwestern Mutual Investment Services, LLC (Princeton NJ)
MD
10/20/1998 - 11/14/2000
DB ALEX. BROWN LLC (BALTIMORE MD)
IA
Issued 06/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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