Daniel Orlovsky, financial advisor Ponte Vedra FL
108 score

Daniel Orlovsky

CRD Number: 1961196
Current Firm: Northwestern Mutual Investment Services,llc
Compensation Model: Both

Daniel Orlovsky (CRD# 1961196) is an Investment Advisor Representative working at Northwestern Mutual Investment ServicesLLC in Jacksonville, FL with over 30 years of experience in the finance industry. Daniel Orlovsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, and agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

 

Daniel J. Orlovsky ,CLU,ChFC,CFP,RICP,AEP,CLTC, CASL,MBA  is Wealth Management Advisor with Northwestern Mutual Wealth Management Company, through which he offers quality personal and professiona programs and services for business owners and executives.

CONTACT
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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Investment Services LLC Jacksonville, FL Mar 2015 - Current 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Jun 2013 - Current 3
Northwestern Mutual Investment Services, LLC Westport, CT Mar 2006 - Current 10
Northwestern Mutual Investment Services, LLC Milwaukee, WI Jun 1989 - Current 27
The Northwestern Mutual Life Insurance Company Milwaukee, WI Apr 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Daniel J. Orlovsky
Phone Number: 904-598-3615
Advisor Website: http://www.danjorlovsky.com
Registered State(s):
  • FL
  • CT
  • NJ
  • MD
  • NY
  • GA
  • MA
  • AZ
  • DC
  • NH
  • NC
  • PA
  • SC
  • VT
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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
108
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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