Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Will? Claim Your ProfileWill Dietz is a financial advisor with Commonwealth Financial Network. Will has been in the financial services industry since 2002. Will is a Certified Financial Planner and holds the Series 7 and Series 66 securities licenses. Will specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Will is registered to offer securities in Arizona, California, Colorado, District of Columbia, Florida, Hawaii, Idaho, Illinois, Indiana, Kansas, Maryland, Michigan, Montana, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Texas, Utah, Virginia, Washington, and Wyoming.
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.
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.
1
2
OR
11/18/2014 - Present
Commonwealth Financial Network (Lake Oswego OR)
OR
06/04/2009 - 11/17/2014
RBC CAPITAL MARKETS, LLC (PORTLAND OR)
OR
05/29/2003 - 06/17/2009
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
NY
03/29/2002 - 03/31/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 04/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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