Unclaimed
Trevor Peters is a registered representative with Northwestern Mutual Investment Services, LLC. Trevor holds the Series 7TO, Series 63, and SIE licenses. Trevor is registered with the state of New York and has been in the industry since 2020. Trevor's current firm is based in New York.
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
NY
05/18/2020 - Present
Northwestern Mutual Investment Services, LLC (New York NY)
BC
Issued 06/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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