Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Clark Fraser is an investment advisor representative with Avantax Advisory Services. William Clark Fraser is licensed to provide financial advice in 13 states, including Pennsylvania, Florida, Indiana and New York. William Clark Fraser has been in the financial industry since 1996. William Clark Fraser's prior registrations include Hefren-Tillotson, Inc. and Sunset Financial Services, Inc. William Clark Fraser also provides insurance services through Avantax Insurance Agency and/or Avantax Insurance Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
05/17/2022 - Present
Avantax Advisory Services (BUTLER PA)
PA
01/04/2008 - 05/17/2022
HEFREN-TILLOTSON, INC. (Butler PA)
PA
04/02/1996 - 12/31/2007
SUNSET FINANCIAL SERVICES, INC. (MARS PA)
BOTH
Issued 05/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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