Unclaimed
David Engle is a registered representative with Northwestern Mutual Investment Services, LLC. David is licensed to provide investment advice in Georgia, Florida, Washington, and the District of Columbia. David holds Series 7, Series 63, and SIE licenses. David joined the firm on January 2, 2024. David is located in Athens, Georgia, and can be reached at 125 W WASHINGTON ST, STE 750.
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
01/02/2024 - Present
Northwestern Mutual Investment Services, LLC (ATHENS GA)
BC
Issued 01/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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