Unclaimed
Steven Barton Twitchell is an Investment Advisor Representative with Northwestern Mutual Investment Services, LLC. Steven has been in the securities industry since July 20, 1983. Steven is registered with the state of Connecticut. Steven also holds Series 6, Series 22, Series 63 and SIE licenses. Northwestern Mutual Investment Services, LLC is a registered broker-dealer and investment advisor. Steven has a branch office in Stamford and Bethel, Connecticut. Steven may earn commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity and/or disability income insurance products.
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
CT
09/28/2009 - Present
Northwestern Mutual Investment Services, LLC (Stamford CT)
WI
04/04/1984 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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