Unclaimed
Eddie David Roden is a financial professional with Northwestern Mutual Investment Services, LLC. Eddie has been in the industry since November 14, 2023. Eddie's areas of expertise include general securities, financial planning, and investment research. Eddie has a Series 7TO, Series 63 and SIE licenses. Eddie's firm is based in Milwaukee, WI and has a branch office in Colorado Springs, CO. Eddie is registered in Colorado, Florida, Massachusetts, Missouri, Nebraska, Oklahoma, and Texas.
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
11/15/2023 - Present
Northwestern Mutual Investment Services, LLC (COLORADO SPGS CO)
BC
Issued 12/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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