Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Groner is a financial advisor with over 24 years of experience in the industry. William is currently registered with Cambridge Investment Research Advisors, Inc. William is a Certified Financial Planner and a Chartered Financial Consultant. William works with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. William is also registered as an investment advisor representative in North Carolina and Texas. William specializes in portfolio management, financial planning, and pension consulting.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
03/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Apex NC)
NC
08/03/1998 - 03/01/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (CHARLOTTE NC)
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Groner is the right advisor for you? Invested Better is here to help.
