Unclaimed
Wolsey Van hoose Jones is a registered representative with Northwestern Mutual Investment Services, LLC. Wolsey has been in the financial services industry since 1986 and holds the Series 6, Series 63, and SIE licenses. Wolsey is also licensed in the following states: Alabama, Georgia, Kentucky, Louisiana, Mississippi, Missouri, North Carolina, Tennessee, and Texas. In addition to their role at Northwestern Mutual Investment Services, LLC, Wolsey was previously registered with Robert W. Baird & Co. Incorporated from 1999 to 2002.
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
MS
10/20/1986 - Present
Northwestern Mutual Investment Services, LLC (Ridgeland MS)
WI
03/09/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 04/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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