Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Speier is a financial professional with State Farm Investment Management Corp. in Watertown, South Dakota. William has been in the financial services industry since 2018 and has experience at MWA Financial Services Inc., State Farm Insurance, Bill Speier Insurance Agency, and Codington County School District. William holds the Series 6, 7, 66, and SIE licenses and is registered with the state of Minnesota, North Dakota, and South Dakota. William is also a Chartered Financial Consultant. William provides portfolio management services to individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
SD
06/27/2023 - Present
State Farm Investment Management Corp. (Watertown SD)
SD
07/24/2017 - 12/20/2019
MWA FINANCIAL SERVICES INC. (Watertown SD)
BOTH
Issued 06/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Speier is the right advisor for you? Invested Better is here to help.
