Unclaimed
Jason Samimi is a financial advisor with Northwestern Mutual Investment Services, LLC, working out of their Leawood, KS office. Jason holds both Series 66 and Series 7TO licenses and has been in the industry since June 2020. Jason's experience includes working at multiple firms, including Darby Associates Financial Group and RTS Financial, before joining Northwestern Mutual.
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
KS
12/07/2020 - Present
Northwestern Mutual Investment Services, LLC (LEAWOOD KS)
BOTH
Issued 12/4/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 6/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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