Unclaimed
Trevor Ryan Flota is a financial advisor registered with Northwestern Mutual Investment Services, LLC, and holds a Series 6, 7TO, and 63 license. Trevor has been in the financial services industry since January 18, 2016. Trevor has a broad range of experience and licenses, and is registered in 46 states across the country. The Clayton office of Northwestern Mutual Investment Services, LLC is located at 101 S Hanley Rd Ste 1900, Clayton, Missouri.
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
MO
01/19/2016 - Present
Northwestern Mutual Investment Services, LLC (Clayton MO)
BC
Issued 05/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Trevor Flota is the right advisor for you? Invested Better is here to help.