Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lindsay is a financial advisor with Northwestern Mutual Investment Services, LLC. Gregory is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and holds the Series 6, Series 63, and SIE licenses. Gregory has been in the industry since 2012. Gregory specializes in investment research and referrals to other advisors. The firm offers investment advice services such as financial planning and portfolio management.
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
NC
08/21/2012 - Present
Northwestern Mutual Investment Services, LLC (Raleigh NC)
BC
Issued 10/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Lindsay is the right advisor for you? Invested Better is here to help.
