Unclaimed
Nimshi Vanessa Perera is a financial professional with over 10 years of experience in the industry. Nimshi Vanessa Perera is a registered representative with Northwestern Mutual Investment Services, LLC. Nimshi Vanessa Perera is licensed in 51 states and holds the Series 6, 7, 9, 10, 24, 63, and SIE licenses. Nimshi Vanessa Perera is also a registered principal with Northwestern Mutual Investment Services, LLC. Nimshi Vanessa Perera specializes in providing investment advice and financial planning services to individuals and families.
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
TX
04/14/2016 - Present
Northwestern Mutual Investment Services, LLC (AUSTIN TX)
WI
06/22/2012 - 09/02/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 06/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/14/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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