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 Turner is a financial advisor registered with Ameriprise Financial Services, LLC. William has over 40 years of experience in the financial services industry. William is licensed to provide investment advice in several states, including Michigan, Texas, Arizona, California, and Florida, amongst others. William is also a Registered Principal for Ameriprise and holds several industry designations. William is committed to helping clients achieve their financial goals.
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.
Asset allocation 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.
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2
MI
07/26/2019 - Present
Ameriprise Financial Services, LLC (Troy MI)
MI
08/31/2018 - 08/23/2019
CONCORDE INVESTMENT SERVICES, LLC (Troy MI)
MI
03/07/2016 - 08/31/2018
L.M. KOHN & COMPANY (TROY MI)
MI
06/24/2015 - 03/08/2016
WELLS FARGO ADVISORS, LLC (TROY MI)
MI
07/12/2012 - 06/24/2015
L.M. KOHN & COMPANY (TROY MI)
MI
03/05/2007 - 07/19/2012
LEONARD & COMPANY (TROY MI)
MI
07/31/1993 - 03/12/2007
CITIGROUP GLOBAL MARKETS INC. (TROY MI)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/19/1984 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
05/01/1978 - 02/27/1984
MANLEY, BENNETT, MCDONALD & CO
IA
Issued 03/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/04/1985
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1988
Series 3 - National Commodity Futures Examination
BC
Issued 04/15/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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