Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Anthony Hensien is a financial advisor with over 27 years of experience in the financial industry. William is registered with Morgan Stanley and has also previously been registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WELLINGTON INVESTMENT SERVICES CORP.. William has a broad range of licenses and registrations, including Series 7, 9, 10, 31, 63, and 66. William has offices in Mequon, Wisconsin. William is a registered representative and investment advisor representative of Morgan Stanley Smith Barney LLC, and a registered investment advisor representative of Morgan Stanley Private Bank, National Association.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WI
08/28/2009 - Present
Morgan Stanley (Mequon WI)
WI
08/27/2002 - 09/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEQUON WI)
WI
01/07/1994 - 09/18/2002
WELLINGTON INVESTMENT SERVICES CORP. (BROOKFIELD WI)
BOTH
Issued 11/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Hensien is the right advisor for you? Invested Better is here to help.
