Unclaimed
Gregory Matthew Telge is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC. Gregory has been in the securities industry since 1981. Gregory's experience includes working with Robert W. Baird & Co. Incorporated and Broad Reach Capital, Inc. Gregory is also a licensed insurance agent. Gregory is registered to provide investment advisory services in Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington and Wisconsin.
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
NH
12/19/2003 - Present
Northwestern Mutual Investment Services, LLC (MANCHESTER NH)
WI
05/11/1988 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
07/05/1984 - 04/29/1988
BROAD REACH CAPITAL, INC.
NA
11/20/1981 - 03/04/1985
NML EQUITY SERVICES, INC.
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/17/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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