Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Philip Jordan is a financial advisor registered with Northwestern Mutual Investment Services, LLC in Middleton, WI. William has been in the financial industry for over 5 years and holds Series 6, Series 63 and SIE licenses. William is registered with the state of Wisconsin and 24 other states, and specializes in investment research and referrals to other advisors.
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
WI
06/25/2018 - Present
Northwestern Mutual Investment Services, LLC (MIDDLETON WI)
BC
Issued 09/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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