Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stefani is a financial advisor who has been in the industry since February 5, 2004. Robert is currently registered with Northwestern Mutual Investment Services, LLC in Golden Valley, Minnesota. Robert has been registered with Northwestern Mutual Investment Services, LLC since November 5, 2013. Robert holds Series 7 and Series 66 licenses and is a Certified Financial Planner. Robert may earn commissions from insurance companies not affiliated with Northwestern Mutual 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
MN
11/05/2013 - Present
Northwestern Mutual Investment Services, LLC (Golden Valley MN)
BOTH
Issued 06/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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