Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Elbert is a financial professional with over 13 years of experience in the financial services industry. William is a Registered Representative with Northwestern Mutual Investment Services, LLC and has been with them since 2015. Previously, William was a Registered Representative with Northwestern Mutual Investment Services, LLC in Waterloo, IA. William is registered in Iowa, Colorado and Oregon. William holds a Series 6, 7, 63 and SIE licenses and has earned the Chartered Financial Consultant designation.
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
CO
03/03/2015 - Present
Northwestern Mutual Investment Services, LLC (DENVER CO)
IA
03/16/2010 - 09/03/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WATERLOO IA)
BC
Issued 05/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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