Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Clay Venturi is a financial advisor registered with Mariner Wealth. William has experience in the financial services industry. William is licensed to provide investment advice in Oregon. William is also registered to provide securities advice in Arizona, California, Colorado, Oregon, and Washington. William has a Series 65, Series 63, and Series 7TO. William worked for SECFI SECURITIES, LLC and VANGUARD MARKETING CORPORATION previously. William has specializations in financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and pension consulting.
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.
Family office 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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OR
02/21/2024 - Present
Mariner Wealth (Tigard OR)
CA
11/11/2021 - 07/06/2022
SECFI SECURITIES, LLC (SAN FRANCISCO CA)
AZ
10/09/2013 - 07/27/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 01/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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