Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kristofek is a financial advisor who has been in the industry since January 1989. William is registered with LPL Financial LLC in Evanston, IL. William previously worked at ROYAL ALLIANCE ASSOCIATES, INC. in Evanston, IL. and INTEGRATED RESOURCES EQUITY CORPORATION. William is currently licensed in 20 states including Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Minnesota, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington and Wisconsin. William has several certifications, including the Series 7, Series 63, Series 65, and SIE exams. William specializes in a variety of financial products and services, including investments, insurance, and retirement planning.
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.
1
2
IL
11/25/2020 - Present
LPL Financial LLC (EVANSTON IL)
IL
11/19/1989 - 11/30/2020
ROYAL ALLIANCE ASSOCIATES, INC. (EVANSTON IL)
NA
01/24/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 11/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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