Unclaimed
William Love is a registered representative with Voya Retirement Advisors, LLC, with over 5 years of experience in the financial services industry. William's prior experience includes positions with Ascensus Broker Dealer Services, LLC, Fidelity Brokerage Services LLC, and GWFS Equities, Inc. William is licensed to offer securities and investment advisory services in Colorado.
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.
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.
1
2
CO
07/11/2023 - Present
Voya Retirement Advisors, LLC (Parker CO)
MA
06/07/2022 - 12/20/2022
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
CO
09/13/2019 - 03/15/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
12/03/2018 - 08/08/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
05/05/2017 - 10/22/2018
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
08/04/2016 - 09/12/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (Centennial CO)
BOTH
Issued 10/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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