Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam O'Donovan is a financial professional registered with Northwestern Mutual Investment Services, LLC. William is based in San Diego, California. William has been working in the industry for over 3 years. William holds the Series 63, Series 6TO and SIE licenses. William is registered to provide securities services in Arkansas, California, Colorado, Illinois, Massachusetts, Minnesota, Missouri, Montana, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin.
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
CA
10/05/2020 - Present
Northwestern Mutual Investment Services, LLC (San Diego CA)
BC
Issued 10/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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