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 Kovar is a financial advisor with over 20 years of experience in the financial services industry. William has been a registered representative with Valmark Advisers, Inc. since 2014. Prior to that, he was employed at PNC Investments and NatCity Investments, Inc. William has a wide range of experience and holds several industry licenses, including Series 6, 7, 24, 63, 99TO and SIE. He is registered as an Investment Advisor Representative in Ohio. William specializes in providing financial planning, portfolio management and consulting services to individuals, families, businesses, charitable organizations, investment companies and pension and profit-sharing plans. William Charles Kovar is committed to providing his clients with the highest quality financial advice and service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
OH
10/17/2014 - Present
Valmark Advisers, Inc. (AKRON OH)
OH
11/13/2009 - 09/19/2014
PNC INVESTMENTS (CLEVELAND OH)
OH
06/03/2004 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
09/01/2003 - 05/10/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 06/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2013
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 09/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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