Unclaimed
Ian Freeman is a financial professional with over 30 years of experience in the industry. Ian is currently registered with Northwestern Mutual Investment Services, LLC and holds the Series 6, Series 63, and SIE licenses. Ian is also a Chartered Financial Consultant. Ian has held previous positions with Robert W. Baird & Co. Incorporated and Northwestern Mutual Life Insurance Company. Ian is registered to provide investment advice in 37 states, including Florida, where Ian is based.
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
FL
11/14/2008 - Present
Northwestern Mutual Investment Services, LLC (BOCA RATON FL)
WI
03/26/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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