Unclaimed
Jonathon J. Quirk is a financial advisor with Northwestern Mutual Investment Services, LLC. Jonathon has been in the industry since December 2016. Jonathon is registered with the state of California, as well as 18 other states and holds the Series 6, SIE and Series 63 licenses. Jonathon specializes in providing investment research and referrals to other advisors.
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
CA
12/23/2016 - Present
Northwestern Mutual Investment Services, LLC (IRVINE CA)
BC
Issued 02/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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