Unclaimed
Gregory Jones is a financial professional with over 20 years of experience in the financial services industry. Gregory holds Series 6, 7, 63 and 65 securities licenses and is a registered representative of Northwestern Mutual Investment Services, LLC in Texas. Gregory has experience in providing financial advice to individuals and businesses. Gregory also has experience with insurance products, including non-variable life, health, annuity, and/or disability income insurance products. Gregory is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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
TX
09/07/2021 - Present
Northwestern Mutual Investment Services, LLC (HOUSTON TX)
IA
Issued 09/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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