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Teresa Payment

17 Years of Experience
Orlando, FL
Broker

Teresa Payment is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Orlando, FL, with 17 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

1000 Legion Pl Ste 1400, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
April 2017 - Present · 9 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2008 - February 2017 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2008 - February 2017 · 8 yrs 11 mos
State Registrations27 states
AZCACOFLGAILINKSMAMIMNMONCNJNMNYOHOKPARISCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.