Unclaimed
Donald Sloan Hurwitz is a Registered Representative, Investment Advisor Representative and has been in the financial industry since May 7, 1985. Donald is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since November 29, 2007. Donald is also the owner of Whitehall Benefits LLC. Prior to joining Northwestern Mutual Investment Services, LLC, Donald was registered with ROBERT W. BAIRD & CO. INCORPORATED from September 5, 1997 to January 1, 2002. Donald is licensed to provide investment advice and sell securities in Arizona, California, Florida, Iowa, New Mexico, North Carolina, Tennessee, Texas, Virginia and Wyoming.
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
11/29/2007 - 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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/7/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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