Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Gregg is a financial advisor at Northwestern Mutual Investment Services, LLC. Evan has been in the industry for several years and holds a Series 63, Series 66 and Series 7 licenses. Evan previously worked at Thrivent Investment Management Inc. and J.P. Morgan Securities LLC. Evan specializes in investment research and providing referrals to other advisors.
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
WI
01/01/2025 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
MN
09/20/2022 - 05/15/2023
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
08/05/2021 - 08/29/2022
J.P. MORGAN SECURITIES LLC (Saint Louis Park MN)
BOTH
Issued 11/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Evan Gregg is the right advisor for you? Invested Better is here to help.
