Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Parsons is a financial professional with over 40 years of experience in the industry. David is registered with Northwestern Mutual Investment Services, LLC in Wenatchee, Washington. David is a Chartered Financial Consultant and holds FINRA Series 6, 26, and 63 licenses. David can provide investment advice in Arizona, Arkansas, California, Hawaii, Idaho, Montana, Nebraska, North Carolina, Oregon, South Carolina, Virginia, Washington, Wisconsin, and Wyoming. David is a member of the Wenatchee Golf and Country Club.
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
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2
WA
01/10/2014 - Present
Northwestern Mutual Investment Services, LLC (WENATCHEE WA)
WI
03/02/1987 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 07/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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