Unclaimed
William Schoyer is a financial advisor with Northwestern Mutual Investment Services, LLC. William has been in the industry since 2004 and is registered in Wisconsin. William has a Series 7, Series 24, and Series 63 license. William has previously worked at Nuveen Securities, LLC, MFD Distributor, LLC, Goldman, Sachs & Co., Grail Securities, LLC, David M. Polen Securities, Inc., and Putnam, Lovell, De Guardiola & Thornton 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
WI
11/21/2019 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
06/22/2017 - 10/24/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IL
03/05/2015 - 07/13/2016
NUVEEN SECURITIES, LLC (CHICAGO IL)
WI
07/30/2013 - 02/27/2015
MFD DISTRIBUTOR, LLC (MADISON WI)
NY
05/18/2007 - 07/09/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
11/11/2005 - 05/09/2007
GRAIL SECURITIES, LLC (NEW YORK NY)
FL
10/28/2004 - 06/02/2005
DAVID M. POLEN SECURITIES, INC. (BOCA RATON FL)
NY
08/17/1995 - 10/15/1999
PUTNAM, LOVELL, DE GUARDIOLA & THORNTON INC. (NEW YORK NY)
BC
Issued 02/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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