Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Cassilly is a financial advisor with Northwestern Mutual Investment Services, LLC based in Madison, MS. William Cassilly has been in the industry since October 27, 2016 and holds Series 6, 7TO, 63 and SIE licenses. William Cassilly is registered with the state securities regulators in Alabama, Arkansas, Mississippi and Texas.
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
MS
10/28/2016 - Present
Northwestern Mutual Investment Services, LLC (Madison MS)
BC
Issued 12/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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