Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mason Curran is a financial advisor with Northwestern Mutual Investment Services, LLC. William has been in the financial services industry since 1998. William holds a Series 63 and Series 7 license, and has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). William previously worked at AMSOUTH INVESTMENT SERVICES, INC. and Salomon Smith Barney Inc.
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
LA
10/02/2002 - Present
Northwestern Mutual Investment Services, LLC (METAIRIE LA)
AL
10/30/2000 - 08/22/2002
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NY
03/26/1998 - 11/07/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 04/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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