Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Conrad Weckesser is a financial advisor with over 30 years of experience in the financial services industry. William Conrad Weckesser is registered with Private Advisor Group, LLC and holds various securities licenses, including Series 7, 24, 63, and 66. William Conrad Weckesser has experience in providing investment advice to individuals, families, and businesses. William Conrad Weckesser is also a registered investment advisor representative in Michigan and Texas. William Conrad Weckesser offers a range of financial services, including financial planning, portfolio management, and retirement planning.
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.
Solicitation/referral
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/referral fees
1
2
MI
07/06/2015 - Present
Private Advisor Group, LLC (E. LANSING MI)
CT
12/23/1986 - 06/01/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
12/23/1986 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BOTH
Issued 07/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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