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Gregg Gerald Goulet

Northwestern Mutual Investment Services, LLC

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About Gregg Gerald Goulet

Gregg Gerald Goulet is a financial advisor with Northwestern Mutual Investment Services, LLC. Gregg has been in the financial services industry since 1994. Gregg holds the Series 6, 7, 63, and 65 licenses. Gregg has worked in the financial services industry in several states including Oregon, Massachusetts, and California. Prior to joining Northwestern Mutual Investment Services, LLC, Gregg was registered with CANTELLA & CO., INC. and LIBERTY FUNDS DISTRIBUTOR, INC.

Firm Information

Gregg Goulet is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Gregg Goulet’s Registration & Firm History

OR

02/18/2003 - Present

Northwestern Mutual Investment Services, LLC (PORTLAND OR)

MA

08/08/2002 - 01/24/2003

CANTELLA & CO., INC. (MALDEN MA)

MA

01/03/2001 - 04/30/2002

LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)

OR

12/05/1988 - 10/03/1995

CRABBE HUSON SECURITIES, INC. (PORTLAND OR)

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Licenses & Designations

BC

Issued 10/04/2001

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/13/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2001

Series 7 - General Securities Representative Examination

BC

Issued 12/02/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregg Gerald Goulet.
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