Unclaimed
Brandon Rossi is a financial advisor with Northwestern Mutual Investment Services, LLC. Brandon holds a Series 6, Series 7TO, and Series 63 license. Brandon specializes in investment research and referrals to other advisors. Brandon's firm has offices in Mansfield, Texas, and has a total of 1 client with $0 in assets under management.
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
TX
05/07/2012 - Present
Northwestern Mutual Investment Services, LLC (Mansfield TX)
BC
Issued 07/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brandon Rossi is the right advisor for you? Invested Better is here to help.