Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bill? Claim Your ProfileBill J Rautiola is a registered representative with LPL Financial LLC. Bill has been in the financial industry for over 2 years. Bill is active in Michigan for both broker-dealer and investment advisor registrations. Bill also holds Series 66, Series 7TO and SIE licenses. Bill is currently based in Marquette, Michigan, and primarily focuses on the financial needs of high-net-worth individuals, corporations, charitable organizations and other institutions. Bill offers financial planning, portfolio management, and other advisory services to clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
06/21/2024 - Present
LPL Financial LLC (MARQUETTE MI)
BOTH
Issued 06/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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