Unclaimed
Torrell Priest is a registered representative with Northwestern Mutual Investment Services, LLC. Torrell is licensed to offer securities in Georgia, Indiana, Maryland, North Carolina, South Carolina, Texas, and Wisconsin. Torrell is a registered representative with FINRA and is also a registered agent with Series 63. Torrell is licensed to offer products such as General Securities Representative Examination (Series 7TO) and Securities Industry Essentials Examination (SIE). Torrell has been in the financial services industry for over 1 year.
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
NC
04/21/2022 - Present
Northwestern Mutual Investment Services, LLC (CHARLOTTE NC)
BC
Issued 06/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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