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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 Behling is a registered investment advisor representative at Integrated Wealth Concepts LLC. William has been in the financial industry since 2019 and has experience in both investment advisory and brokerage services. William is licensed to provide investment advice in Illinois and Massachusetts. William previously worked at Edward Jones and Heritage Way Advisors, LLC. William holds Series 7, 66, and 65 licenses.
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.
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.
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MA
10/26/2023 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
IL
07/01/2019 - 01/07/2020
EDWARD JONES (ROSCOE IL)
IA
Issued 05/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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