Unclaimed
Robyn Sullivan is a financial professional with Northwestern Mutual Investment Services, LLC. Robyn has been in the industry for over 2 years and is registered in Iowa, Missouri, Kansas, Nebraska, Tennessee, Washington, and the District of Columbia. Robyn holds the Series 7, 63, and 66 licenses and is committed to providing clients with tailored financial solutions to help them achieve their goals.
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
IA
10/28/2021 - Present
Northwestern Mutual Investment Services, LLC (W DES MOINES IA)
BC
Issued 12/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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