Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Blanchard is a financial professional with Northwestern Mutual Investment Services, LLC, based in Lake Charles, LA. William has been working in the financial services industry since March 2014. William is registered in 14 states as a Broker-Dealer and in 1 state as an Investment Advisor. William has Series 7, 63, 6, and 65 licenses. William also serves as a board representative for two non-profit organizations: the Gravity Drainage District and the Big Sam Basketball Boosters.
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
LA
03/11/2015 - Present
Northwestern Mutual Investment Services, LLC (LAKE CHARLES LA)
IA
Issued 03/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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