Unclaimed
Theodore J. Kuczarski is a financial advisor at Northwestern Mutual Investment Services, LLC. Theodore has been working in the financial services industry since May 2007. Theodore is registered with the Securities and Exchange Commission (SEC) and with the Financial Industry Regulatory Authority (FINRA). Theodore is a licensed Investment Advisor Representative and has passed the Series 6, Series 7, Series 63, and Series 65 exams. Theodore has been registered with the State of Maryland since 2007. In addition to his financial services career, Theodore is also self-employed as a bass fishing instructor.
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
FL
12/03/2012 - Present
Northwestern Mutual Investment Services, LLC (TAMPA FL)
IA
Issued 11/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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