Unclaimed
Michael David Burgman is a financial advisor who has been in the industry since May 2012. Michael is registered with Northwestern Mutual Investment Services, LLC and has been with the firm since January 2014. Michael is also registered as an Investment Advisor Representative in Pennsylvania. Michael is licensed to sell securities in 30 states. In addition to securities, Michael may earn commissions from insurance companies for sales of non-variable life, health, annuity and/or disability income insurance products.
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
PA
01/11/2014 - Present
Northwestern Mutual Investment Services, LLC (Jamison PA)
IA
Issued 01/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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