Unclaimed
Weston Akio Souza is a registered representative with Northwestern Mutual Investment Services, LLC, an SEC Registered Investment Advisor. Weston has been in the financial services industry since 2021 and is licensed in Hawaii. Weston is Series 7, Series 6, Series 63 and SIE licensed. His branch office is located in Honolulu, HI.
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
HI
04/05/2021 - Present
Northwestern Mutual Investment Services, LLC (HONOLULU HI)
BC
Issued 08/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/03/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Weston Souza is the right advisor for you? Invested Better is here to help.