Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lucas Slentz is a financial advisor with Northwestern Mutual Investment Services, LLC. William has been in the financial services industry since 2019 and has a Series 63, Series 6TO, and SIE license. William is registered with the state of Texas and is currently located in Dallas, Texas.
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
TX
08/14/2024 - Present
Northwestern Mutual Investment Services, LLC (DALLAS TX)
TX
08/05/2020 - 03/21/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)
BC
Issued 05/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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