Unclaimed
Vanessa Cuellar is a registered representative with Northwestern Mutual Investment Services, LLC, a firm with approximately 1 client and $0 in regulatory assets under management. Vanessa is located in Houston, TX and began her career in the financial services industry in July 2023. Vanessa holds the Series 63, Series 6TO, and SIE licenses. Vanessa has been registered with the state of Texas since August 2023.
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
TX
07/11/2023 - Present
Northwestern Mutual Investment Services, LLC (Houston TX)
BC
Issued 08/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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