Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Douglas Zimmerman is a financial advisor with Northwestern Mutual Investment Services, LLC in Colorado Springs, CO. William has been in the industry since 2010. William has a Series 6, Series 7, and Series 66 license. William is also a registered representative of Northwestern Mutual Investment Services, LLC. Prior to joining Northwestern Mutual Investment Services, LLC, William worked for USAA Financial Advisors, Inc. and New England Securities.
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
12/16/2016 - Present
Northwestern Mutual Investment Services, LLC (COLORADO SPGS CO)
CO
01/03/2011 - 09/16/2016
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
08/12/2009 - 11/09/2010
NEW ENGLAND SECURITIES (COLORADO SPRINGS CO)
BOTH
Issued 02/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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