Unclaimed
William Scott Manges is a financial advisor with Northwestern Mutual Investment Services, LLC, located in Upper Arlington, OH. William has been in the industry since 2023 and holds Series 7TO, Series 6TO and SIE licenses. William has a presence in the following states: California, New York, Ohio, Pennsylvania, and Texas. William 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
1
2
OH
11/03/2023 - Present
Northwestern Mutual Investment Services, LLC (Upper Arlington OH)
BC
Issued 11/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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