Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cody Gray is a registered representative with Northwestern Mutual Investment Services, LLC. William Gray is licensed to offer securities in Oklahoma. William Gray's areas of expertise include Investment Company Products/Variable Contracts and he has passed the Series 63, SIE and Series 6TO exams. William Gray has been in the financial industry for 1 year. William Gray is registered with Northwestern Mutual Investment Services, LLC, which is a Registered Investment Advisor. Northwestern Mutual Investment Services, LLC's main office is in Milwaukee, 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
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OK
02/16/2024 - Present
Northwestern Mutual Investment Services, LLC (OKLAHOMA CITY OK)
BC
Issued 10/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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