Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Willis Mann is a financial advisor located in Denver, Colorado. He is registered with the state of Colorado and has been in the securities industry since 2014. David Willis Mann currently works at Northwestern Mutual Investment Services, LLC. He previously worked at Northwestern Mutual Investment Services, LLC in Englewood, Colorado. David Willis Mann holds the Series 6, Series 7, Series 63, and SIE licenses.
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
CO
12/10/2019 - Present
Northwestern Mutual Investment Services, LLC (DENVER CO)
CO
05/26/2014 - 04/12/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ENGLEWOOD CO)
BC
Issued 06/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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