Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Franklin Bodenheimer is a registered representative with Northwestern Mutual Investment Services, LLC. William is licensed in Maryland and has been in the industry since 2022. William has passed the Series 7TO and Series 63 exams. William is located in Frederick, Maryland and provides services through Northwestern Mutual Investment Services, LLC.
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
MD
07/18/2022 - Present
Northwestern Mutual Investment Services, LLC (Frederick MD)
BC
Issued 09/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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