Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Daniel Hackler is a financial advisor with over 25 years of experience in the industry. William is registered with Integrated Wealth Concepts LLC, an independent investment advisor firm, and LPL Financial, a broker-dealer. William is a Series 6, 7, 63, and 65 licensed professional. William's primary office is located in Leominster, Massachusetts, and William provides services to clients in Massachusetts, South Carolina, and Texas. William's specializations include financial planning, pension consulting, and portfolio management for individuals and businesses. William offers services to high-net-worth individuals, individuals other than high-net-worth, corporations, 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.
Helps you choose top advisors aligned with your financial goals.
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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MA
05/10/2022 - Present
Integrated Wealth Concepts LLC (LEOMINSTER MA)
MA
03/10/2014 - 09/29/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (LEOMINSTER MA)
MA
12/08/1995 - 03/19/2014
NEW ENGLAND SECURITIES (LEOMINSTER MA)
IA
Issued 08/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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