Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Artmann is a financial professional with over 35 years of experience in the industry. William is a Certified Financial Planner and a Chartered Financial Consultant. William's current firm is United Planners' Financial Services of America a Limited Partner. William previously worked at Securities America, Inc., Investcorp, Inc. and Titan/Value Equities Group, Inc.. William is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and holds the Series 6, 7, 22, 24, 26, 63, and 65 licenses. William is also registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative. William specializes in providing financial advice to individuals, corporations, and retirement plans. William's services include financial planning, retirement planning, investment management, and insurance planning.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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.
1
2
AZ
10/23/2020 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
MS
07/17/2020 - 10/23/2020
SECURITIES AMERICA, INC. (JACKSON MS)
MS
11/30/1992 - 07/17/2020
INVESTACORP, INC. (JACKSON MS)
CA
11/05/1985 - 12/01/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 02/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1993
Series 24 - General Securities Principal Examination
BC
Issued 07/23/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/04/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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