Allan Koswick, financial advisor Boston MA
93 score

Allan Koswick

CRD Number: 1387189
Current Firm: Northwestern Mutual Investment Services,llc

Allan Koswick (CRD# 1387189) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Boston, MA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Ramp Skis Park City, UT Mar 2014 - Current 2
Northwestern Mutual Wealth Management Company Mnilwaukee, WI May 2007 - Current 9
Northwestern Mutual Investment Services, LLC Boston, MA Jun 1991 - Current 25
The Northwestern Mutual Life Insurance C Milwaukee, WI May 1991 - Current 25
Northwestern Mutual Wealth Managment Company Milwaukee, WI Feb 2007 - Apr 2007 < 1
Northwestern Mutual Investment Services, LLC Boston, MA Oct 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Allan F. Koswick
Phone Number: 866-664-7737
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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