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Steven A Trujillo

Northwestern Mutual Investment Services, LLC

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About Steven A Trujillo

Steven Trujillo is a registered representative with Northwestern Mutual Investment Services, LLC. Steven has been in the securities industry since 2009. Steven is licensed to sell securities in all 50 states. Steven holds Series 6, 7, 24, 63, 99TO and SIE licenses. Steven was previously registered with NYLIFE Securities LLC and Northwestern Mutual Investment Services, LLC. Steven has a history of working with clients in New Mexico and Washington.

Firm Information

Steven Trujillo is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Steven Trujillo’s Registration & Firm History

WA

01/12/2015 - Present

Northwestern Mutual Investment Services, LLC (SEATTLE WA)

NM

08/22/2012 - 01/05/2015

NYLIFE SECURITIES LLC (ALBUQUERQUE NM)

NM

09/22/2009 - 08/01/2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBUQUERQUE NM)

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Licenses & Designations

BC

Issued 11/09/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/2015

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 07/20/2014

Series 7 - General Securities Representative Examination

BC

Issued 09/21/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven A Trujillo.
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