Unclaimed
Gary Veltidi is a registered representative with Northwestern Mutual Investment Services, LLC. Gary has been in the industry since September 2003. Gary is licensed to offer securities in Arizona, Arkansas, California, Florida, Kansas, Kentucky, New York, Texas, and Utah. Gary holds a Series 6, Series 63, and SIE license. Gary's office is located in Dallas, Texas. Gary's focus is on providing investment research and 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
TX
09/16/2003 - Present
Northwestern Mutual Investment Services, LLC (DALLAS TX)
BC
Issued 09/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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