Unclaimed
David Robinson is a registered representative with Northwestern Mutual Investment Services, LLC. David has been in the securities industry for more than six years. David specializes in providing investment advice and financial planning services to individuals and businesses. David is registered to offer securities in Kansas and Missouri. David holds a Series 7TO, Series 6, and SIE license. David's office is located in Overland Park, Kansas.
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
09/02/2022 - Present
Northwestern Mutual Investment Services, LLC (Overland Park KS)
KS
06/27/2016 - 02/06/2017
NYLIFE SECURITIES LLC (OVERLAND PARK KS)
BC
Issued 12/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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