Unclaimed
Reuben Bankier is a financial advisor at Northwestern Mutual Investment Services, LLC. Reuben has been in the financial services industry since 1982. Before joining Northwestern Mutual Investment Services, LLC Reuben was an advisor at WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC. and ROBERT W. BAIRD & CO. INCORPORATED. Reuben is licensed to sell securities in Florida, Utah and Wisconsin. Reuben holds the Series 6, 7, and SIE licenses. Reuben also holds the Series 63 license.
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
WI
06/29/2011 - Present
Northwestern Mutual Investment Services, LLC (MILWAUKEE WI)
WI
01/01/2008 - 06/06/2011
WELLS FARGO ADVISORS, LLC (MILWAUKEE WI)
WI
01/03/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MILWAUKEE WI)
WI
11/02/1989 - 01/03/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/02/1989 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
06/07/1985 - 10/17/1989
G. R. PHELPS & CO., INC.
NA
11/02/1982 - 05/15/1985
AMEV INVESTORS, INC.
BC
Issued 12/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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