Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames William Eberhart is a financial professional registered with Northwestern Mutual Investment Services, LLC. James is based in Oak Brook, IL and has been in the industry for over 200 days. James holds Series 7TO, SIE and Series 63 licenses. He is also registered in Illinois and Virginia.
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
IL
10/11/2023 - Present
Northwestern Mutual Investment Services, LLC (OAK BROOK IL)
BC
Issued 11/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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