Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lionett is a financial professional with over 40 years of experience in the industry. David is currently registered with Northwestern Mutual Investment Services, LLC and is located in FORT MYERS, FL. David has a strong track record of providing financial advice and investment management services to clients. David has a Series 6, 22, and 63 licenses as well as the SIE exam. David also holds Series 63 registrations in Florida and Massachusetts. Prior to working at Northwestern Mutual Investment Services, LLC, David worked at Robert W. Baird & Co. Incorporated.
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
FL
03/12/1982 - Present
Northwestern Mutual Investment Services, LLC (FORT MYERS FL)
WI
02/24/1987 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 12/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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