Unclaimed
Donald Sloan Hurwitz is a financial advisor with Northwestern Mutual Investment Services, LLC in Nashville, Tennessee. Donald has been in the financial services industry since May 7, 1985. Donald is registered with the state of Tennessee, as well as other states including Arizona, California, Florida, Iowa, New Mexico, North Carolina, Texas, Virginia, and Wyoming. Donald is also a registered Investment Advisor with the state of Tennessee. Donald is series 6 and series 63 licensed and has earned the SIE and Series 65 designations. In addition to his role at Northwestern Mutual Investment Services, LLC, Donald is also the owner of Whitehall Benefits LLC.
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
TN
01/01/2025 - Present
Northwestern Mutual Investment Services, LLC (NASHVILLE TN)
WI
09/05/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 11/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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