David Yousefzadeh
David Yousefzadeh is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Greenfield, MA, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
238 Main St Ste 2, Greenfield, MA, 01301
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Regulatory History (1)
Customer Dispute
May 2016Other Business ActivitiesSells Insurance
David may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.