Unclaimed
Grant Welch is a registered representative with Northwestern Mutual Investment Services, LLC. Grant is licensed to provide investment advice in Alabama, Colorado, Louisiana, Mississippi and Texas. Grant has a Series 7TO, Series 6TO and Series 63 license and has been in the financial industry since July 12, 2021. Grant is located in Baton Rouge, Louisiana. Northwestern Mutual Investment Services, LLC is a registered investment adviser with the Securities and Exchange Commission. The firm provides investment advice to individuals, businesses, and trusts. The firm's services include investment research, financial planning, and portfolio 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
LA
07/13/2021 - Present
Northwestern Mutual Investment Services, LLC (Baton Rouge LA)
BC
Issued 07/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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