Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Rose Trychta is a financial professional with Northwestern Mutual Investment Services, LLC. Lisa has been in the industry since April 6, 2016 and is currently registered with the state of Illinois. Lisa specializes in investment company products and variable contracts, as well as investment research and referrals to other advisors. Lisa's office is located at 1901 Butterfield Road, Suite 300, in Downers Grove, IL.
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
IL
04/06/2016 - Present
Northwestern Mutual Investment Services, LLC (DOWNERS GROVE IL)
BC
Issued 07/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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