Unclaimed
Ian Ackerman is a financial advisor with Northwestern Mutual Investment Services, LLC. Ian has been in the industry since April 2018. Ian is a Series 7, 6, and 63 licensed advisor. Ian is registered with FINRA as a registered representative and is licensed to provide investment advisory services in 15 states. The firm has been in business for over 160 years and has over 2300 registered representatives nationwide. They work with individuals and families, and offer investment advice, financial planning, and insurance services.
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
04/03/2018 - Present
Northwestern Mutual Investment Services, LLC (FORT MYERS FL)
BC
Issued 05/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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