Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McAlpin is an investment advisor representative with Creativeone Wealth, LLC based in Overland Park, KS. William has been in the industry since 2008. William is registered with the state of Florida as an investment advisor representative. William has a Series 6, Series 7, Series 26, Series 63 and Series 65 license. William provides financial planning, portfolio management, investment advisory and other services to individuals, businesses and pooled investment vehicles. William is also affiliated with McAlpin Financial Group where he provides life insurance and fixed/indexed annuity sales services.
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.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
KS
02/02/2022 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
FL
06/04/2019 - 03/20/2020
PRUCO SECURITIES, LLC. (JACKSONVILLE FL)
FL
11/08/2017 - 05/16/2019
NYLIFE SECURITIES LLC (TALLAHASSEE FL)
FL
12/11/2008 - 10/25/2017
MWA FINANCIAL SERVICES INC. (TALLAHASSEE FL)
IA
Issued 08/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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