Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Clayton Frey is a financial advisor with over 40 years of experience in the industry. William is registered with Commonwealth Financial Network and is a CERTIFIED FINANCIAL PLANNER™. William has held previous positions with American Express Financial Advisors Inc., IDS Life Insurance Company, and IDS Financial Services Inc.. William is licensed in 27 states and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
06/21/2005 - Present
Commonwealth Financial Network (TUCSON AZ)
MN
10/30/1980 - 06/07/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/30/1980 - 06/07/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/30/1980 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 08/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/28/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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