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Calvin Joseph Zongolowicz

Northwestern Mutual Investment Services, LLC

Virginia Bch, VA

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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2014-07-21
  • VA RA
    APPROVED
    Since 2014-07-21

Branch Locations

1 Columbus Ctr Ste 1100, Virginia Bch, VA 23462 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2007 Present
Northwestern Investment Services, Llc Virginia Beach VA 05/2007 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2016 Present
  • 03/2007 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2007 → Present
    Northwestern Investment Services, Llc
    Virginia Beach, VA
  • 01/2016 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Other Businesses

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND /OR DISABILITY INCOME INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-18
S63 Uniform Securities Agent State Law Examination 2007-08-28
  • S65 Uniform Investment Adviser Law Examination
    2014-07-18
  • S63 Uniform Securities Agent State Law Examination
    2007-08-28
Other Names
  • Jay Zongolowicz

View on SEC IAPD

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FIRST COMMAND ADVISORY SERVICES
LPL FINANCIAL LLC
STRATEGIC ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OPPENHEIMER & CO. INC.

Other Investors

RANDOLPH BENJAMIN HENDERSON, III
TYLER LEE LEIPHART
KEVIN STEPHEN MORAVEK
Frank David Tehel
KEVIN MATTHEW JAMES
JONATHAN SAMUEL MUHLENDORF
SHARON JORDAN RYAN
DAVID ALLEN COOPER

Other Offices

HENDERSON FINANCIAL GROUP LLC · VIRGINIA BEACH, VA
OCTOBER EFFECT LTD. · VIRGINIA BEACH, VA
OSAIC WEALTH, INC. · VIRGINIA BEACH, VA
HENDERSON FINANCIAL GROUP LLC · Virginia Beach, VA
FIRST COMMAND ADVISORY SERVICES · VIRGINIA BEACH, VA
LPL FINANCIAL LLC · VIRGINIA BEACH, VA
STRATEGIC ADVISERS LLC · VIRGINIA BEACH, VA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · VIRGINIA BEACH , VA

More in Virginia Bch, VA

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