Unclaimed
Trent Thomas Burley is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Trent has been working in the industry since January 21, 2009. Trent is licensed to provide investment advice in 20 states, and holds licenses for Series 6, Series 7 and Series 63 exams. Trent's current branch office is located in Clive, IA.
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
01/21/2009 - Present
Northwestern Mutual Investment Services, LLC (Clive IA)
BC
Issued 03/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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