Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Conrad is a financial advisor at Northwestern Mutual Investment Services, LLC, with over 11 years of experience in the industry. Jonathan is a Series 6, 7, 26, 63 and 65 licensed professional. Jonathan Conrad is registered with the state of Louisiana and several other states. Jonathan has a current registration with FINRA. Jonathan Conrad holds a Series 7TO license and is qualified to offer investment advisory services. Jonathan is located in LAKE CHARLES, LA and is affiliated with 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
1
2
LA
07/23/2013 - Present
Northwestern Mutual Investment Services, LLC (LAKE CHARLES LA)
IA
Issued 07/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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