Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Yousefzadeh is a financial advisor registered with Northwestern Mutual Investment Services, LLC. David is licensed in 27 states, including Massachusetts, where he has been registered since June 2010. David has been in the financial industry for over 12 years and holds the Series 66, Series 7 and SIE exams. David also has a license for Investment Advisor in Massachusetts. In addition to investment services, David may also provide insurance products and referral 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
MA
06/16/2010 - Present
Northwestern Mutual Investment Services, LLC (GREENFIELD MA)
BOTH
Issued 06/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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