Unclaimed
Brett Jon Bissell is a financial advisor currently working for Northwestern Mutual Investment Services, LLC. Brett Bissell has been in the industry since January 14, 1997. Brett Bissell is registered with the state of California as an Investment Advisor Representative. Brett Bissell's professional designations include Series 6, Series 7, and Series 63. Brett Bissell has a history of working with clients including individuals, high-net-worth individuals, insurance companies, charitable organizations, banking or thrift institutions, and corporations or other businesses.
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
11/06/2007 - Present
Northwestern Mutual Investment Services, LLC (IRVINE CA)
WI
01/15/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 01/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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