Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Brinkmeyer is an investment advisor representative with Wells Fargo Clearing Services, LLC. William has been in the financial services industry since October 30, 1990. William has a wide range of experience in the financial services industry and has held numerous positions with various firms, including ING Financial Partners, Inc., Financial Network Investment Corporation and Money Concepts Capital Corp. William has also been a registered investment advisor representative with UMB Financial Services, Inc. William is registered to provide investment advice in multiple states. William has passed the Series 6, 7, 26, 31, 63 and 65 exams. William holds the Certified Financial Planner designation. William is also involved in various community activities and is a member of the Lutheran Foundation. William is dedicated to providing high-quality investment advice to his clients.
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.
Investment consulting services to institutional clients
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
MO
06/26/2017 - Present
Wells Fargo Clearing Services, LLC (CHESTERFIELD MO)
MO
08/08/2006 - 06/30/2017
UMB FINANCIAL SERVICES, INC. (ARNOLD MO)
MO
07/13/2004 - 08/10/2006
FIFTH THIRD SECURITIES, INC. (ST. LOUIS MO)
CT
06/01/2004 - 07/15/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CT
03/17/1995 - 05/20/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CA
05/06/1993 - 03/21/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
FL
05/16/1991 - 05/10/1993
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
MO
08/27/1990 - 03/22/1991
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 11/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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