Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bradshaw is a financial advisor who has been in the industry since November 2013. William is currently registered with Northwestern Mutual Investment Services, LLC and is licensed in Pennsylvania. William has passed the Series 6, Series 63, Series 65, and Series 7TO exams. He is also registered in several other states, including California, Colorado, Connecticut, Delaware, Florida, Georgia, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia and West Virginia.
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
PA
01/05/2015 - Present
Northwestern Mutual Investment Services, LLC (West Chester PA)
IA
Issued 12/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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