Unclaimed
Devin Bos is a registered investment advisor representative associated with Northwestern Mutual Investment Services, LLC. Devin has been in the industry since February 11, 2020. Devin is licensed to sell securities in Indiana and Massachusetts. Devin is also licensed as an Investment Advisor Representative in Indiana and Massachusetts.
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
MA
10/26/2023 - Present
Northwestern Mutual Investment Services, LLC (Woburn MA)
BC
Issued 08/08/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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