Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wright is an investment advisor representative at Northwestern Mutual Investment Services, LLC. David has been in the industry since 2013 and is registered in 33 states. David specializes in providing investment research and referrals to other advisors. David is also a voting member of Chowanoke Partners LLC, a family limited partnership.
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
NC
07/10/2013 - Present
Northwestern Mutual Investment Services, LLC (DURHAM NC)
NC
08/21/2012 - 09/17/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHAPEL HILL NC)
BOTH
Issued 07/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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