David
Venneri

Northwestern Mutual Investment Services, LLC

CRD#1286368
Investment Advisor
in Pittsburgh, PA

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About this Advisor

David Venneri is a financial advisor based out of Pittsburgh, Pennsylvania with 1 year of relevant experience. Venneri is currently employed by Northwestern Mutual Investment Services, LLC. Their career trajectory has included roles at Traditions Of America, Tiaa, Pnc, Daniel Jenkins, Geoffrey Kasse, Northwestern Mutual Investment Services LLC, Dan Jenkins, First Commonwealth Advisors and Northwestern Mutual Wealth Management Company. Venneri maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Northwestern Mutual Investment Services, LLC is a registered investment firm based out of Milwaukee, WI. Northwestern Mutual Investment Services, Llc offers other services. Financial management fees typically are based on the financial services offered. Fees billed by Northwestern Mutual Investment Services, LLC most likely include fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

1 year

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

2945 Banksville Rd Ste 100
Pittsburgh, PA 15216

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,125

PA Average: 43

Investment Advisory Services

  • Other

David Venneri Work History

David has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Daniel Jenkins

2022 - Present (2 years)

Geoffrey Kasse

2022 - Present (2 years)

Northwestern Mutual Investment Services LLC

2022 - Present (2 years)

Northwestern Mutual Wealth Management Company

2021 - 2022 (1 year)

Dan Jenkins

2021 - 2022 (1 year)

Geoffrey Kasse

2020 - 2021 (1 year)

Traditions Of America

2014 - 2015 (1 year)

Tiaa

2013 - 2014 (1 year)

Pnc

2011 - 2013 (2 years)

First Commonwealth Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Venneri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northwestern Mutual Investment Services,LLC

Sandeep Gupta
Manhattan Beach, CA
Jenny Charles
Jackson, WY
Christopher Preston
Vernon Hills, IL
Christopher Brennan
Boston, MA
Dawn Hansen
Chesterfield, MO
Thomas Powers
Vernon Hills, IL
Ryan Dix
Mishawaka, IN
Justin Mccall
Nashville, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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