Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Furmanek is a financial advisor at Northwestern Mutual Investment Services, LLC, an investment advisor with offices in Milwaukee and Franklin. James Furmanek has been in the industry since April 11, 2007. He holds the Series 6, Series 7, and SIE securities licenses. Northwestern Mutual Investment Services, LLC offers a range of advisory services, including financial planning and investment research.
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
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2
WI
04/11/2007 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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