Unclaimed
Gisella Carmela Greco is a financial professional registered with Northwestern Mutual Investment Services, LLC. Gisella has been in the industry for over a year, serving clients in Wisconsin, Michigan, Minnesota, Illinois, Florida, Tennessee, Washington, Massachusetts, Rhode Island, Missouri and Kansas. Gisella is licensed to sell securities in multiple states and holds licenses for Series 63, SIE, and Series 6TO. Gisella is available to discuss investment options, provide financial planning advice, and conduct investment research.
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
03/01/2023 - Present
Northwestern Mutual Investment Services, LLC (Waukesha WI)
BC
Issued 09/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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