Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Marsh is a financial advisor with Northwestern Mutual Investment Services, LLC, with a Branch office in Florence, SC. William is currently registered as an Investment Advisor Representative in South Carolina. He is also registered as a Registered Representative (Series 7TO) and holds the Series 66. William has been in the securities industry since May 2019. His previous firm was Edward Jones.
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
SC
01/23/2023 - Present
Northwestern Mutual Investment Services, LLC (FLORENCE SC)
SC
05/09/2019 - 01/05/2023
EDWARD JONES (FLORENCE SC)
BOTH
Issued 07/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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