Unclaimed
David Letkiewicz is a financial advisor who has been in the industry since 2004. David is currently registered with Northwestern Mutual Investment Services, LLC and is licensed in Wisconsin. David has experience in providing investment advice and services to individuals and businesses. David has passed the Series 6, Series 7TO, and Series 63 exams and holds the SIE designation. David's primary focus is helping clients achieve their financial goals through investment planning, financial planning, and other financial services.
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
WI
05/09/2006 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
04/26/2004 - 04/15/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 05/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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