Unclaimed
William Gerard Melchior is a financial advisor with over 39 years of experience in the industry. William is registered with Northwestern Mutual Investment Services, LLC and has been with the firm since July 27, 1983. William has also held previous roles at Robert W. Baird & Co. Incorporated and Metropolitan Life Insurance Company. William has a Series 6, Series 12 and Series 63 license. William is currently registered in Florida, Michigan, Minnesota, New York and Pennsylvania.
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
NY
07/27/1983 - Present
Northwestern Mutual Investment Services, LLC (Potsdam NY)
WI
04/24/1987 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
11/05/1982 - 10/24/1983
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 07/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1992
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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