Unclaimed
David Scheina is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC. David is registered to provide investment advice in 48 states and the District of Columbia. David joined Northwestern Mutual in August 2003 and has been with Northwestern Mutual Investment Services, LLC since September 2008. David has earned a Series 6, 7, 26, 63, and 66 securities license. David also holds a life, health, annuity and/or disability income insurance license.
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
09/24/2008 - Present
Northwestern Mutual Investment Services, LLC (SPRINGFIELD IL)
BOTH
Issued 6/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/22/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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