Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Haggard is an investment advisor representative with Northwestern Mutual Investment Services, LLC in Wellesley, Massachusetts. William has been in the financial industry since 2012. Prior to joining Northwestern Mutual, William worked at Merrill Lynch and Citizens Securities, Inc. William is registered with the state of Massachusetts as an investment advisor representative and is also registered with FINRA.
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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2
MA
10/06/2021 - Present
Northwestern Mutual Investment Services, LLC (WELLESLEY MA)
NY
01/28/2021 - 09/14/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
03/21/2016 - 12/02/2019
CITIZENS SECURITIES, INC. (SOMERVILLE MA)
MA
07/23/2012 - 03/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEXINGTON MA)
BOTH
Issued 09/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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