Unclaimed
William Graddy is a financial professional with over 30 years of experience in the industry. William is registered with Northwestern Mutual Investment Services, LLC in Georgia and has held previous registrations in other states including Wisconsin. William's focus includes investment planning, insurance, and estate planning. William is committed to providing clients with personalized advice and solutions to help them reach their financial goals.
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
GA
01/01/2025 - Present
Northwestern Mutual Investment Services, LLC (PEACHTREE COR GA)
WI
05/10/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 07/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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