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Paula Jean Gilson

Northwestern Mutual Investment Services, LLC

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About Paula Jean Gilson

Paula Gilson is a financial advisor with over 16 years of experience in the industry. Paula is currently registered with Northwestern Mutual Investment Services, LLC and has held previous registrations with Securian Financial Services, Inc. and MML Investors Services, LLC. Paula is licensed in the state of Wisconsin and holds the Series 6, Series 63, Series 26 and SIE licenses. Paula is a dedicated professional and is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Paula Gilson is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Paula Gilson’s Registration & Firm History

WI

05/17/2023 - Present

Northwestern Mutual Investment Services, LLC (MILWAUKEE WI)

MN

11/06/2019 - 03/28/2023

SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)

WI

02/27/2018 - 08/13/2019

MML INVESTORS SERVICES, LLC (Milwaukee WI)

WI

01/31/2006 - 04/07/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 09/01/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/12/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paula Jean Gilson.
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