Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bruckner is a financial advisor with Woodstock Wealth Management, Inc. William has been in the financial services industry since 2010. William holds Series 65, 66, 7, and SIE licenses. William has worked for several firms in the past, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Sanford C. Bernstein & Co., LLC, and Woodstock Financial Group, Inc. William currently works at Woodstock Wealth Management, Inc. in West Palm Beach, Florida. William specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. William is committed to providing personalized and professional financial advice to his clients.
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.
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.
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.
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2
FL
07/30/2018 - Present
Woodstock Wealth Management, Inc. (West Palm Beach FL)
FL
05/17/2016 - 02/05/2018
WOODSTOCK FINANCIAL GROUP, INC. (Boca Raton FL)
FL
07/02/2012 - 06/01/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)
FL
02/09/2010 - 07/11/2012
SANFORD C. BERNSTEIN & CO., LLC (WEST PALM BEACH FL)
IA
Issued 01/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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