Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam W. Madden is a financial advisor with Packerland Brokerage Services, Inc. William has been in the financial services industry for over 18 years. William is licensed to provide financial advice in Illinois and Wisconsin. William is also licensed to provide insurance products. In addition to Packerland Brokerage Services, Inc., William has previously been affiliated with WATERSTONE FINANCIAL GROUP, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. William holds the Series 6, 7, 63, and 65 licenses. William is a registered representative with FINRA and has an active license as an investment advisor representative (IAR). William specializes in providing financial advice to individuals, businesses, and charitable organizations. William also offers financial planning services, pension consulting, and educational seminars. William is committed to providing his clients with the highest level of service and expertise.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WI
09/08/2009 - Present
Packerland Brokerage Services, Inc. (OSHKOSH WI)
WI
05/02/2005 - 09/04/2009
WATERSTONE FINANCIAL GROUP, INC. (OSHKOSH WI)
WI
05/11/2004 - 05/02/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 10/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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