Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Steven Wolfe is a financial advisor associated with Northwestern Mutual Investment Services, LLC in Sugar Land, Texas. Gary has been in the financial services industry since December 27, 1989. Gary is registered with FINRA as a registered representative and holds Series 6, 7, 63, and 65 licenses. Gary is also licensed to provide securities services in 10 states. Gary is an experienced financial professional with a proven track record of success.
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
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TX
07/18/2008 - Present
Northwestern Mutual Investment Services, LLC (Sugar Land TX)
TX
11/01/1989 - 05/21/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOUSTON TX)
WI
11/01/1989 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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