Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Doncaster is a financial professional with Northwestern Mutual Investment Services, LLC. John has been in the industry since February 2014 and has a broad range of experience serving clients in Ohio and many other states. John holds both Series 6 and Series 63 licenses, along with the Uniform Investment Adviser Law Examination (Series 65), giving John the ability to provide a wide variety of financial services. John's commitment to serving clients is evident in his active registrations in 19 states and his affiliations with the firm, Northwestern Mutual Investment Services, LLC, headquartered in Milwaukee, Wisconsin.
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
OH
06/16/2015 - Present
Northwestern Mutual Investment Services, LLC (Beavercreek OH)
IA
Issued 05/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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