Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Duane Freitag is a financial advisor with Northwestern Mutual Investment Services, LLC based in Milwaukee, Wisconsin. Jason has been working in the financial services industry since 1998 and has been with Northwestern Mutual Investment Services, LLC since 2007. Jason is a registered representative of Northwestern Mutual Investment Services, LLC, a broker-dealer and member of FINRA and SIPC. Prior to joining Northwestern Mutual, Jason worked for Robert W. Baird & Co. Incorporated and BNY Clearing Services LLC.
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
05/14/2007 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
03/19/2004 - 02/28/2007
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
04/07/1998 - 12/02/2003
BNY CLEARING SERVICES LLC (MILWAUKEE WI)
BC
Issued 10/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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