Unclaimed
Reece Sommers is a financial advisor at Northwestern Mutual Investment Services, LLC. Reece is registered with the state of Iowa. Reece is a Series 63, Series 6TO, and SIE licensed individual. Reece is a licensed financial advisor and has been working in the industry for less than one year. Reece has previous experience with Northwestern Mutual Investment Services, LLC in Coralville, IA. The firm provides investment advice to a wide range of clients, including individuals, businesses, and institutions. Reece's professional experience and knowledge make him a valuable resource for clients seeking financial advice.
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
IA
03/07/2024 - Present
Northwestern Mutual Investment Services, LLC (Bettendorf IA)
IA
03/24/2023 - 10/31/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CORALVILLE IA)
BC
Issued 05/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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