Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mark Wagner is an investment professional with over 14 years of experience in the financial services industry. William is currently a registered representative of Northwestern Mutual Investment Services, LLC. William holds the Series 6 and Series 63 securities licenses as well as the SIE exam. William is registered in 11 states including Alabama, Colorado, Florida, Illinois, Indiana, Kentucky, Maryland, Missouri, New York, Texas and Washington. William is committed to providing personalized financial guidance to help individuals achieve 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
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2
IN
07/08/2009 - Present
Northwestern Mutual Investment Services, LLC (EVANSVILLE IN)
BC
Issued 12/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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