Unclaimed
Jason Dunmire is a financial advisor at Northwestern Mutual Investment Services, LLC with over 17 years of experience in the financial industry. Jason is registered with FINRA, and the Securities and Exchange Commission (SEC). Jason has expertise in a variety of areas, including investment research, referrals to other advisors, and financial planning. Jason is committed to helping clients achieve their financial goals and is available to provide a free consultation to discuss your financial needs. Jason is licensed in Arizona, Hawaii, Kansas, Kentucky, Maryland, New Jersey, North Carolina, Ohio, Pennsylvania, Virginia and West 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
PA
01/01/2007 - Present
Northwestern Mutual Investment Services, LLC (Lemont Furnace PA)
NY
12/24/1998 - 08/19/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 02/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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