Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Adam Fates is an Investment Advisor Representative with Forum Financial Management, LP. William has been registered with the state of Illinois since January 20, 2010. William is also a Certified Public Accountant (CPA) and director at Fates, Bodily, & Parker PLLC, a tax and financial planning services firm. William holds both the Series 65 and Series 66 licenses. William has more than 30 years of experience in the financial services industry.
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.
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.
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IL
01/20/2010 - Present
Forum Financial Management, LP (LOMBARD IL)
IA
Issued 01/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/04/1997
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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