Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Korn is a financial advisor with over 40 years of experience in the industry. William is registered with Capitol Securities Management, Inc. and has held registrations with several other firms throughout his career. William holds a Series 7, 24, 39, and 63 licenses and a Series 65 and SIE exam designation. William is a Certified Financial Planner and offers a wide range of services including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. William has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial advice.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
10/02/1992 - Present
Capitol Securities Management, Inc. (GLEN ALLEN VA)
NA
11/19/1985 - 10/04/1989
HERITAGE FINANCIAL INVESTMENTS CORPORATION
NA
07/01/1983 - 11/14/1985
HERITAGE SECURITIES CORPORATION
NA
03/21/1978 - 07/11/1983
LINSCO CORPORATION
NA
02/02/1978 - 03/13/1978
WESTAMERICA FINANCIAL CORPORATION
IA
Issued 09/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1988
Series 24 - General Securities Principal Examination
BC
Issued 02/21/1985
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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