Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Faassen is a financial advisor registered with M Holdings Securities, Inc. William has been in the securities industry since January 3, 2007. William has licenses to offer securities in 20 states including Florida, Illinois, North Carolina, Pennsylvania, and others. William has been a Registered Representative of M Holdings Securities, Inc. since March 2016. William has also been involved with Thomas Financial Group since March 2016. William is registered as an Investment Advisor Representative in Florida, Illinois, North Carolina, and Pennsylvania. William offers financial planning services to individuals, businesses, and pension 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.
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.
A percentage of the total value of assets under management is charged.
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FL
09/13/2024 - Present
M Holdings Securities, Inc. (TAMPA FL)
FL
06/01/2009 - 04/11/2016
MORGAN STANLEY (CLEARWATER FL)
FL
01/04/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLEARWATER FL)
BOTH
Issued 01/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2008
Series 3 - National Commodity Futures Examination
BC
Issued 01/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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