Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Coldwell is a financial advisor with over 50 years of experience in the industry. David is currently registered with Northwestern Mutual Investment Services, LLC and is based in WEST PALM BCH, FL. David is a Series 63, Series 6TO, Series 7TO, SIE, and Series 1 licensed professional. David has a long history of working with clients in the financial services industry and is committed to providing personalized advice to help individuals and families achieve their financial goals.
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
FL
12/12/2014 - Present
Northwestern Mutual Investment Services, LLC (WEST PALM BCH FL)
FL
11/18/1975 - 01/03/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PALM BCH GDNS FL)
WI
01/03/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
02/25/1988 - 12/31/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
06/05/1985 - 12/31/1987
LOWRY FINANCIAL SERVICES CORPORATION
NA
01/26/1977 - 06/13/1985
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
05/16/1977 - 04/15/1980
HARTFORD EQUITY SALES COMPANY INC.
NA
10/05/1973 - 02/14/1977
TIME EQUITIES, INC.
NA
06/07/1974 - 12/28/1975
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
10/23/1969 - 07/21/1974
THE TRAVELERS INSURANCE COMPANY
NA
10/23/1969 - 07/21/1974
TRAVELERS EQUITIES SALES, INC.
BC
Issued 09/04/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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