Unclaimed
Irvin Jewell Spencer is a financial professional registered with Northwestern Mutual Investment Services, LLC. Irvin is licensed in 19 states and the District of Columbia and has been in the industry since April 2015. Irvin specializes in helping clients with a variety of financial needs, including investment research, referrals to other advisers and insurance.
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
CA
04/28/2015 - Present
Northwestern Mutual Investment Services, LLC (SAN DIEGO CA)
BC
Issued 05/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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