Unclaimed
Gregory Whitton is a financial advisor with Northwestern Mutual Investment Services, LLC. Gregory has been in the industry since 2017 and holds the Series 6, Series 7TO, Series 63, and SIE licenses. Gregory is registered to provide financial advice in 16 states, including California, Arizona, Colorado, Illinois, Iowa, Maryland, Minnesota, Missouri, Nebraska, New York, North Carolina, Ohio, Tennessee, Texas, 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
CA
11/15/2017 - Present
Northwestern Mutual Investment Services, LLC (Corona CA)
BC
Issued 12/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Whitton is the right advisor for you? Invested Better is here to help.