Daniel OrlovskyCRD 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 Services, LLC 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.
Paragon Wealth Strategies, LLC
Wealth By Empowerment
Marian Financial Services Inc.
|Northwestern Mutual Investment Services LLC||Jacksonville, FL||Mar 2015 - Current||2|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jun 2013 - Current||4|
|Northwestern Mutual Investment Services, LLC||Westport, CT||Mar 2006 - Current||11|
|Northwestern Mutual Investment Services, LLC||Milwaukee, WI||Jun 1989 - Current||28|
|The Northwestern Mutual Life Insurance Company||Milwaukee, WI||Apr 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
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