Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Clifford is a Financial Advisor with Northwestern Mutual Investment Services, LLC. Jonathan is registered with FINRA and the state of Florida and holds the Series 7TO, Series 63, and SIE licenses. Jonathan is located in Lutz, Florida. Jonathan's firm is Northwestern Mutual Investment Services, LLC. The firm is headquartered in Milwaukee, Wisconsin and has been in business for over 100 years. The firm provides a range of investment advisory services including investment research, referrals to other advisors and financial planning.
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
FL
10/10/2020 - Present
Northwestern Mutual Investment Services, LLC (Lutz FL)
BC
Issued 12/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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