Unclaimed
William Langston Laury is a financial advisor at Northwestern Mutual Investment Services, LLC. William has been in the securities industry since 2006. William holds the Series 7, Series 66, and SIE licenses. William has experience in both the broker-dealer and investment advisor industries. William works with individuals, corporations, and insurance companies. William's office is located in King of Prussia, 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
PA
04/22/2016 - Present
Northwestern Mutual Investment Services, LLC (KNG OF PRUSSIA PA)
PA
08/23/2013 - 01/19/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
02/20/2012 - 12/10/2012
MORGAN STANLEY (WEST CONSHOHOCKEN PA)
NJ
05/02/2006 - 04/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 04/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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