Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Trammell is a financial advisor with Northwestern Mutual Investment Services, LLC. Lance has been in the financial industry since 2010 and has been registered with the state of Missouri since 2010. Lance is also registered with the state of Missouri as an Investment Advisor Representative. Lance holds the following securities licenses: Series 6, Series 7, Series 63, Series 65, and SIE. Lance has a strong understanding of the financial industry and is committed to providing his clients with the best possible service.
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
MO
02/04/2015 - Present
Northwestern Mutual Investment Services, LLC (KANSAS CITY MO)
IA
Issued 01/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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