Charlene Marie Quaresma

Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

• INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → Present
  Northwestern Mutual Investment Services, Llc
  Portland, OR
• 02/2012 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2016 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS 2) 100% OWNER, THE QUARESMA GROUP LLC, LEGAL ENTITY, START DATE: 7/17/2017, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PAYROLL AND TAX PURPOSES. 3). 100% OWNER, THE POULSEN HOUSE, INVESTMENT PROPERTY, START DATE: 1/18/2021, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 21-40, BUILDING USED FOR OFFICE SPACE; INVESTMENT-RELATED. 4) BUSINESS RELATED WEBINARS AND COACHING, START DATE: 10/1/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5; INVESTMENT RELATED 5) TREASURER, THE BRIAN GRANT FOUNDATION, NON-PROFIT, START DATE: 7/20/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5; NOT INVESTMENT-RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-23
• S63 Uniform Securities Agent State Law Examination
  2012-07-10

Other Names

• Charlene Marie Quaresma-Trani
• Charlene Marie Trani