Unclaimed
George Donaho is a financial advisor with Northwestern Mutual Investment Services, LLC, based in Houston, Texas. George has been in the financial services industry since 1992 and has extensive experience in the field. He holds Series 6 and Series 63 licenses and is registered to provide investment advice in multiple states. George is committed to providing comprehensive financial planning and investment management services to individuals and families, helping them achieve their financial goals. Prior to joining Northwestern Mutual, George worked at Robert W. Baird & Co. Incorporated in Milwaukee, Wisconsin.
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
TX
04/27/1992 - Present
Northwestern Mutual Investment Services, LLC (HOUSTON TX)
WI
04/27/1992 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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