Unclaimed
Grayce Somerville has been working in the financial industry since 1998. Grayce is currently registered with Northwestern Mutual Investment Services, LLC in Jacksonville, Florida. Grayce has held previous roles with various firms including NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, GNA SECURITIES, INC., and FIRST UNION BROKERAGE SERVICES, INC. Grayce has a strong background in financial services and has a wide range of experience in the industry.
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
FL
04/27/2007 - Present
Northwestern Mutual Investment Services, LLC (JACKSONVILLE FL)
NC
07/01/2003 - 01/16/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)
VA
08/14/1991 - 03/11/1996
GNA SECURITIES, INC. (GLEN ALLEN VA)
NC
01/21/1987 - 03/22/1988
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 07/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/26/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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