Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan D. Teves is a financial advisor with over 17 years of experience in the industry. Jonathan is currently registered with Northwestern Mutual Investment Services, LLC and has a Series 6, Series 63 and Series 65. Jonathan has been registered in 12 states including California, Connecticut, Florida, Illinois, Maine, Maryland, Massachusetts, Missouri, Nevada, New York, Rhode Island and Utah. Jonathan is a registered representative of Northwestern Mutual Investment Services, LLC and an Investment Advisor Representative of Northwestern Mutual Investment 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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RI
03/16/2007 - Present
Northwestern Mutual Investment Services, LLC (PROVIDENCE RI)
IA
Issued 04/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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