Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Norwood is a financial advisor with over 20 years of experience in the financial services industry. William is currently registered with CWM, LLC, and is licensed in Illinois, Indiana, Louisiana, and Michigan. William specializes in providing financial advice to individuals and corporations. William is committed to providing his clients with personalized financial advice and investment strategies to help them achieve their financial goals. William holds a Series 6, 7, 63, and 65 license. William is also a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
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2
IL
03/07/2023 - Present
CWM, LLC (Palatine IL)
IL
01/26/2023 - 05/16/2023
CETERA ADVISOR NETWORKS LLC (PALATINE IL)
IL
10/01/2012 - 01/27/2023
J.P. MORGAN SECURITIES LLC (Glencoe IL)
IL
08/25/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WINNETKA IL)
IL
01/01/2008 - 08/21/2008
WACHOVIA SECURITIES, LLC (LAKE FOREST IL)
IL
08/28/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LAKE FOREST IL)
IL
01/20/2000 - 09/10/2002
PEB FINANCIAL GROUP, INC. (CHICAGO IL)
MN
01/27/1998 - 04/23/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/27/1998 - 04/23/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
02/26/1996 - 12/15/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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