Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mink is a financial advisor who has been in the industry since 1973. William currently works at Momentum Independent Network Inc. in Canfield, OH. William has held previous positions at LPL FINANCIAL LLC, NATIONAL PLANNING CORPORATION, WALNUT STREET SECURITIES, INC., PARK AVENUE SECURITIES LLC, GUARDIAN INVESTOR SERVICES CORPORATION, JOHN HANCOCK DISTRIBUTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. William is registered with FINRA and is licensed in 16 states. William is an experienced advisor who specializes in portfolio management, financial planning, and investment advising.
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.
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.
12b-1 fees
1
2
OH
01/05/2016 - Present
Momentum Independent Network Inc. (Canfield OH)
OH
07/31/2012 - 01/14/2016
LPL FINANCIAL LLC (BOARDMAN OH)
OH
06/03/2003 - 07/31/2012
NATIONAL PLANNING CORPORATION (BOARDMAN OH)
CA
10/30/2000 - 06/05/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
05/03/1999 - 10/30/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/12/1993 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
03/23/1973 - 01/11/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/23/1973 - 01/11/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 03/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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