Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Belcher Gadd is a financial advisor with Northwestern Mutual Investment Services, LLC in Tampa, Florida. Jean Belcher Gadd has been in the financial services industry since 2007. Jean has been associated with Northwestern Mutual Investment Services, LLC since 2009. Prior to that, Jean worked for MetLife Securities Inc. and Northwestern Mutual Investment Services, LLC. Jean has also been licensed as a securities agent in Florida since 2009 and as an investment advisor representative since 2009. Jean holds a Series 6, Series 63, Series 65, and SIE license.
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
01/26/2009 - Present
Northwestern Mutual Investment Services, LLC (TAMPA FL)
MA
10/23/2007 - 12/22/2008
METLIFE SECURITIES INC. (SPRINGFIELD MA)
FL
08/21/2007 - 10/19/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)
BC
Issued 09/14/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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