Unclaimed
Brannon Kling is a financial advisor associated with Northwestern Mutual Investment Services, LLC, a firm located in Milwaukee, WI. Brannon Kling's primary office is in Greensboro, NC, where Brannon Kling works as an investment advisor. Brannon Kling has been a licensed financial advisor since April 24, 2023. Brannon Kling holds the Series 6 TO, Series 63 and SIE licenses.
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
NC
04/24/2023 - Present
Northwestern Mutual Investment Services, LLC (GREENSBORO NC)
BC
Issued 05/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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