Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Daniels is a financial advisor with Northwestern Mutual Investment Services, LLC in Rosemont, IL. William has been in the financial industry since March 2021 and has been registered with FINRA since June 2021. William holds the Series 63, Series 6TO, and SIE licenses. William has a Series 63 license and is registered in 19 states across the country.
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
IL
03/20/2021 - Present
Northwestern Mutual Investment Services, LLC (Rosemont IL)
BC
Issued 05/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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