Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Roberts is a registered representative with Northwestern Mutual Investment Services, LLC and has been in the industry since April 14, 2024. Jonathan is licensed in Massachusetts, New York, and Pennsylvania. He holds the Series 63, SIE, and Series 6TO licenses. He is located in Boston, MA, and has a branch office located at 1 Beacon St Fl 21, Boston, MA. Jonathan has been with Northwestern Mutual Investment Services, LLC since April 15, 2024.
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
MA
04/15/2024 - Present
Northwestern Mutual Investment Services, LLC (BOSTON MA)
BC
Issued 05/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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