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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 Fay is a financial advisor with Ameriprise Financial Services, LLC in Novi, MI. William has been in the financial industry since 2008, and has worked for several firms including Waddell & Reed, Edward Jones, and UBS Financial Services Inc. William has a Series 66, Series 7 and SIE licenses. William has been registered as an investment advisor representative in Michigan since 2018. He is also registered as an investment advisor representative in several other states including Arizona, California, Ohio, Oregon, South Carolina, Washington, and Wisconsin. William's firm, Ameriprise Financial Services, LLC, is a large financial firm with over $1 billion in assets under management. The firm offers a variety of financial services to individuals, businesses, and institutions.
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.
Asset allocation 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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2
MI
04/05/2018 - Present
Ameriprise Financial Services, LLC (Novi MI)
MI
05/29/2015 - 03/29/2018
WADDELL & REED (BIRMINGHAM MI)
MI
11/30/2009 - 06/01/2015
EDWARD JONES (DEARBORN MI)
MI
03/07/2008 - 05/13/2009
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
BOTH
Issued 03/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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