Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Christopher Hamm is a financial advisor with Independent Financial Partners. William has over 10 years of experience in the financial industry and has a Series 63, Series 65, Series 7, Series 24, and SIE licenses. William specializes in providing financial planning, investment management, and pension consulting services to individuals, families, and businesses. William's current employment with Independent Financial Partners is in Tampa, Florida. Prior to joining Independent Financial Partners, William worked at LPL Financial LLC. William is a highly experienced and qualified financial advisor with a proven track record of success.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
07/21/2021 - Present
Independent Financial Partners (TAMPA FL)
FL
03/07/2012 - 05/23/2019
LPL FINANCIAL LLC (TAMPA FL)
NY
11/10/2010 - 02/21/2012
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
IA
Issued 02/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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