Unclaimed
Jared Scott Davis is a financial advisor with Northwestern Mutual Investment Services, LLC. Jared has been in the industry since 2011. Jared is registered with the state of North Dakota as an Investment Advisor Representative (IAR) and has been in the securities industry for over 12 years. Jared holds the following licenses: Series 6, Series 7, Series 63 and Series 66, and has been recognized for his exceptional performance. Jared has a strong track record of helping clients achieve their financial goals and is committed to providing personalized advice and service.
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
ND
01/01/2025 - Present
Northwestern Mutual Investment Services, LLC (GRAND FORKS ND)
BOTH
Issued 09/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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