Adam Spiegelman, financial advisor San Francisco CA
93 score

Adam Spiegelman

CRD Number: 3098702
Current Firm: Northwestern Mutual Investment Services,llc

Adam Spiegelman (CRD# 3098702) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in San Francisco, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Rental Property - Self Irvine, CA May 2009 - Current 7
Northwestern Mutual Wealth Management Company Milwaukee, WI Apr 2009 - Current 7
Northwestern Mutual Investment Services, LLC San Francisco, CA May 2006 - Current 10
Northwestern Mutual Investment Services LLC San Francisco, CA Jan 2004 - Current 12
Northwestern Mutual Life Insurance Co Milwaukee, WI Jan 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
S66 NASAA Uniform Combined State Law Examination May 2006
Contact Info for Adam D. Spiegelman
Phone Number: 866-664-7737
Registered State(s):
  • CA
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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