Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kessler is a financial advisor with Founders Financial Securities LLC. William Kessler is active in the financial services industry since February 29, 1988. William Kessler is licensed to provide financial and investment advice in Arizona, Connecticut, Florida, Georgia, Louisiana, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington, and Wisconsin. William Kessler also holds several licenses and designations such as Series 6, Series 7, Series 63, and Series 65. William Kessler has several other business activities including Kessler Investments, a rental property in Athol, MA, and a trustee position at Athol Savings Bank.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
MA
06/17/2022 - Present
Founders Financial Securities LLC (ATHOL MA)
MA
10/18/2002 - 11/21/2006
INTERSECURITIES, INC. (ATHOL MA)
MA
03/01/1988 - 10/29/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/01/1988 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 07/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Kessler is the right advisor for you? Invested Better is here to help.
