Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Trevino is a registered representative with Northwestern Mutual Investment Services, LLC, a broker-dealer and registered investment adviser. Joshua specializes in helping clients with their investment needs. Joshua is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, 6TO, and SIE licenses. Joshua is registered to conduct business in 15 states.
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
TN
03/29/2021 - Present
Northwestern Mutual Investment Services, LLC (CHATTANOOGA TN)
BC
Issued 05/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Joshua Trevino is the right advisor for you? Invested Better is here to help.
