Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lusso is a financial advisor with Northwestern Mutual Investment Services, LLC. David has been in the industry since January 11, 2019 and has a Series 6, 7, 63, and 65 licenses. David is registered with the state of Kansas as both a broker-dealer and an investment advisor. David is also registered with the state of Arizona, California, Colorado, Missouri, and Texas as a broker-dealer.
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
KS
08/13/2021 - Present
Northwestern Mutual Investment Services, LLC (LEAWOOD KS)
MO
10/15/2018 - 05/14/2021
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 09/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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