Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Whitford is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Gregory has been in the financial services industry for over 20 years. Gregory has a Series 6, Series 7 and Securities Industry Essentials license. Gregory is currently registered in Florida. Gregory has also previously worked for Robert W. Baird & Co. Incorporated and United Services Planning Association, Inc..
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
09/27/2001 - Present
Northwestern Mutual Investment Services, LLC (Gainesville FL)
WI
09/27/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
09/12/1990 - 10/12/1990
UNITED SERVICES PLANNING ASSOCIATION, INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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