Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Blanchette is a financial advisor with Buckingham Strategic Partners, LLC located in St. Louis, MO. William has been in the industry for over 15 years and holds several licenses and designations, including the Series 63, 66, 7, 9 and 10, and is a Certified Financial Planner. Prior to joining Buckingham Strategic Partners, LLC William worked at Foreside Financial Services, LLC and Loring Ward Securities Inc. William's experience and expertise provide him with a comprehensive understanding of the financial markets, and he is dedicated to helping his clients achieve their financial goals.
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.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
12/14/2018 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
CA
10/29/2018 - 09/02/2020
FORESIDE FINANCIAL SERVICES, LLC (San Jose CA)
CA
06/22/2017 - 10/29/2018
LORING WARD SECURITIES INC. (San Jose CA)
CA
07/07/2006 - 04/21/2017
FIDELITY BROKERAGE SERVICES LLC (CAMPBELL CA)
BOTH
Issued 05/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/20/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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