Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Breckenridge Anderson is a financial advisor with Oppenheimer & Co. Inc. who has been in the industry since 1985. William is a registered representative in Kansas and Texas. William holds the Series 31, 7 and 63 securities licenses as well as the SIE exam. William was previously employed by WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. William has a history of providing financial advice to individuals, corporations, and retirement plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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.
1
2
KS
07/07/2016 - Present
Oppenheimer & Co. Inc. (LEAWOOD KS)
KS
01/01/2008 - 09/04/2009
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
KS
07/24/1985 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
BC
Issued 08/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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