Unclaimed
Brandon Costanzo is a financial advisor with Northwestern Mutual Investment Services, LLC. Brandon has been in the financial services industry since 2018. Brandon is registered with the state of New York and holds Series 6, Series 63, and SIE licenses. Brandon’s main office is located in Pittsford, New York.
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
NY
12/06/2018 - Present
Northwestern Mutual Investment Services, LLC (Pittsford NY)
NY
07/07/2017 - 12/19/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRPORT NY)
BC
Issued 01/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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