Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cabot Parker is a registered investment advisor representative at Cambridge Investment Research Advisors, Inc. William has been in the securities industry since April 10, 1997. William's current registration status is active in Michigan for both securities and investment advisory services. William has also held previous registrations with Mutual Service Corporation. William is also an independent insurance agent, a sole LLC member/owner of a professional building, and an advisory representative of a Registered Investment Advisor with Cambridge Investment Research, Inc. William has obtained the following licenses: Series 6, 7, 24, 63, 66, 99TO and SIE.
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
MI
05/26/2010 - Present
Cambridge Investment Research Advisors, Inc. (ROCKFORD MI)
MI
04/11/1997 - 08/13/2009
MUTUAL SERVICE CORPORATION (ROCKFORD MI)
BOTH
Issued 04/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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