Dana J George

Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

• INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2025 → 01/2026
  Equitable
  Melville, NY
• 01/2022 → Present
  Shipt
  Medford, NY
• 10/2019 → 12/2024
  Hartford Funding
  Woodbury, NY
• 12/2015 → 09/2019
  Coltrain
  Hauppague, NY
• 01/2026 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2026 → Present
  Northwestern Mutual Investment Services Llc
  Melville, NY
• 03/2026 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Previous Registrations

• 2025-02-18 → 2026-01-09
  Equitable Advisors, Llc
  Huntington Station, NY
  Melville, NY
  Melville, NY
  Huntington Station, NY

Other Businesses

1. SHIPT, Not Investment-related, 1027 Sipp Avenue, Medford, NY, USA, 11763, I delivery groceries, Start Date: 01/01/2022, 25 hrs per week, 0 trading hrs per week, Delivery Driver, Duties: Deliver groceries. 2. SHIPT, Not Investment-related, 1027 Sipp Avenue, Medford, NY, USA, 11763, Delivery Driver, Start Date: 01/06/2022, 25 hrs per week, 0 trading hrs per week, Deliveries, Duties: Delivery driver for Target. 2. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, NON INVESTMENT RELATED 3. SHIPT SHOPPER, SHIPT, 1027 SIPP AVE, MEDFORD, , NEW YORK, 11763, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 2/3/2024, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, DELIVER GROCERIES. NON-INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-13

Other Names

• Dana Jeffrey George
• Dana J George
• Dana George