Unclaimed
Will Ginger is an Investment Advisor Representative and registered with Rockefeller Financial LLC since November 2024. Will has been in the industry since April 2017 and has an active Broker-Dealer and Investment Adviser registration scope. Will has a Series 66, Series 7 and SIE license. Will is also registered in 42 states and has been a Chartered Financial Consultant since 2022. Will Ginger has a strong track record of providing financial advice to clients. Will is committed to providing personalized and professional service to all of Will clients. Will specializations include: Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning and Selection of other Advisers.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AR
11/29/2024 - Present
Rockefeller Financial LLC (Bentonville AR)
BOTH
Issued 06/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Will Ginger is the right advisor for you? Invested Better is here to help.