Unclaimed
Carson McGill is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Carson has a strong background in the financial services industry, having passed both the Series 63 and Series 7 examinations. Carson is committed to providing their clients with personalized financial advice and guidance, helping them achieve their financial goals.
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
IA
08/24/2020 - Present
Northwestern Mutual Investment Services, LLC (Clive IA)
IA
08/01/2017 - 01/19/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (urbandale IA)
BC
Issued 08/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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