Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Zachry Davis is a financial advisor with Northwestern Mutual Investment Services, LLC. Robert has been a financial advisor since December 2010. Robert is registered to provide investment advice in Texas. Robert has passed the Series 6, Series 63, Series 65 and Series 7TO exams. Robert also holds a Securities Industry Essentials (SIE) certification. Robert provides financial planning and investment management services to clients.
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
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TX
09/11/2013 - Present
Northwestern Mutual Investment Services, LLC (DALLAS TX)
IA
Issued 09/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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