Steven Wilson, financial advisor Dallas TX
93 score

Steven Wilson

CRD Number: 3024919
Current Firm: Northwestern Mutual Investment Services,llc

Steven Wilson (CRD# 3024919) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Dallas, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Investment Services, LLC Dallas, TX Jun 2013 - Current 3
Tait Cruse Dallas, TX Jun 2013 - Current 3
Northwestern Mutual Investment Services LLC Dallas, TX Jun 2013 - Current 3
1st Global Advisors, Inc. Dallas, TX Jan 2008 - Jun 2013 5
1st Global Insurance Services Dallas, TX Jul 2007 - Jun 2013 5
1st Global Capital Corp. Dallas, TX Feb 2004 - Jun 2013 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S66 NASAA Uniform Combined State Law Examination Feb 2001
Contact Info for Steven S. Wilson
Phone Number: 866-664-7737
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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