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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mokma is a financial advisor with The Huntington Investment Co. based in Grand Rapids, Michigan. William has been in the financial services industry since 1998 and is registered with the state of Michigan. William holds the following licenses: Series 7, Series 9, Series 10, Series 52, Series 63 and Series 65. William has also completed the SIE exam. William has been with The Huntington Investment Co. since November 2002. Previous experience includes H&R Block Financial Advisors, Inc. in Detroit, Michigan and Huntington National Bank in Columbus, Ohio.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
07/06/2010 - Present
THE Huntington Investment Co. (Grand Rapids MI)
MI
03/10/1998 - 11/18/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 06/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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