Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Theis is a financial advisor with LaSalle Investment Advisors, Inc. William has been in the financial services industry since 2003 and has experience in providing financial advice to individuals and businesses. William holds the Series 6, 63, 26 and 65 securities licenses. William is registered with the state of Wisconsin and is also registered with the Financial Industry Regulatory Authority (FINRA). In addition to providing financial advice to clients, William also provides financial planning services, pension consulting, and portfolio management. William is committed to providing his clients with the best possible financial advice and working hard to help them reach their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
08/10/2017 - Present
Lasalle Investment Advisors, Inc. (Lisbon WI)
WI
09/05/2008 - 07/06/2017
FREEDOM INVESTORS CORP. (HUBERTUS WI)
WI
07/24/2003 - 09/03/2008
WORLD GROUP SECURITIES, INC. (MENOMONEE FALLS WI)
IA
Issued 02/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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