Unclaimed
Bo Khounhack Khamphanthong is a financial professional licensed to provide investment advice and securities products. Bo is registered with Northwestern Mutual Investment Services, LLC and has been in the industry since May 2024. Bo holds the Series 63, Series 6TO, and SIE licenses. Bo is currently registered with the state of Alabama, California, Iowa and Virginia. Bo is located in Carlsbad, California and has been with Northwestern Mutual Investment Services, LLC since May 2024.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
CA
05/06/2024 - Present
Northwestern Mutual Investment Services, LLC (CARLSBAD CA)
BC
Issued 03/28/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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