Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Connelly is a licensed investment advisor representative registered with Northwestern Mutual Investment Services, LLC. David has a Series 7TO, Series 63 and SIE license and has been active in the industry since December 2021. David is registered with the state of Illinois and is located in SKOKIE, Illinois. The branch office for David is located in SKOKIE, Illinois.
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
IL
12/03/2021 - Present
Northwestern Mutual Investment Services, LLC (SKOKIE IL)
BC
Issued 12/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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