Unclaimed
Donald Victor Creech is a financial advisor with over 34 years of experience in the financial services industry. Donald is registered with Northwestern Mutual Investment Services, LLC and has been with the firm since January 2006. Donald is a Certified Financial Planner and a Chartered Financial Consultant. He holds Series 6, 7, 63 and 66 licenses. Donald has been serving clients in Virginia and other states since 2006. Donald is also a registered Investment Advisor in Virginia. He is currently registered in 20 states.
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
VA
01/05/2006 - Present
Northwestern Mutual Investment Services, LLC (RICHMOND VA)
WI
10/12/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
02/17/1987 - 12/31/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 02/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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