Unclaimed
Troy Nunn is a financial advisor with over 20 years of experience in the industry. Troy is currently registered with Northwestern Mutual Investment Services, LLC, and has been with the firm since 2001. Previously, Troy worked with Robert W. Baird & Co. Incorporated and SunTrust Securities, Inc. Troy has passed the Series 63, Series 65, Series 7, Series 26, and SIE exams. Troy is registered in 35 states and is licensed to provide investment advice in various capacities. Troy's primary area of expertise is investment research and referrals to other advisors.
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
TN
09/06/2001 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN TN)
WI
09/06/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
GA
09/24/1998 - 08/10/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Troy Nunn is the right advisor for you? Invested Better is here to help.