Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Brooks is a financial advisor with over 25 years of experience in the financial services industry. William is currently registered with Virtue Capital Management, LLC. William has a strong background in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and businesses. He is also a licensed insurance and annuity agent. William is committed to providing his clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/17/2019 - Present
Virtue Capital Management, LLC (LAKE MARY FL)
OH
05/19/2003 - 03/11/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NY
01/03/2003 - 02/14/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
NE
08/30/2000 - 09/30/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
OH
02/26/1999 - 08/18/2000
VALMARK SECURITIES, INC. (AKRON OH)
WI
08/30/1995 - 02/11/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MA
08/01/1994 - 03/07/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/01/1994 - 03/07/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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