Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Davidson is a registered representative with Northwestern Mutual Investment Services, LLC. Jonathan has a Series 63, Series 6TO and SIE license. Jonathan is registered in 10 states, including California, District of Columbia, Florida, Illinois, Indiana, Maryland, Minnesota, Missouri, New York, and Wisconsin. Jonathan specializes in providing investment research and referrals to other advisors. Jonathan has been in the industry since November 2, 2023.
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
WI
11/03/2023 - Present
Northwestern Mutual Investment Services, LLC (Whitefish Bay WI)
BC
Issued 11/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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