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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hawkins is a registered investment advisor representative with Global Retirement Partners LLC. William has been in the financial services industry for 29 years and has worked with several firms over that time. William has been registered with Global Retirement Partners LLC since 2014. William is a series 7, 26, and 63 licensed advisor and has a SIE designation. William is a registered investment advisor in California. William has experience in financial planning, retirement plan consulting, and investment management. William can provide services for individuals, businesses, and pension and profit-sharing plans.
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.
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
CA
09/17/2014 - Present
Global Retirement Partners LLC (Pittsburgh CA)
CA
10/21/2005 - 09/12/2014
FINANCIAL TELESIS INC (PITTSBURG CA)
MA
08/03/2001 - 11/16/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
12/23/1998 - 06/25/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
PA
01/21/1992 - 02/28/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
10/31/1989 - 12/31/1991
CIGNA CAPITAL BROKERAGE, INC.
BC
Issued 02/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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