Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Burton Chappell is an active advisor with Bankers Life Advisory Services, Inc. William has been in the industry for over 2 years and has a Series 66, 7TO, and SIE license. William is registered in North Carolina and Virginia. William is dedicated to providing financial planning and portfolio management services to individuals and pension and profit-sharing plans. William also offers educational seminars and assists with selecting other advisors as needed.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
IL
01/28/2025 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
BOTH
Issued 07/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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