Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam David Ludwick is a financial professional with over 30 years of experience in the industry. William is currently registered with Westpark Capital, Inc. in California. William has previously held positions at EDWARD JONES, SAYBRUS EQUITY SERVICES, LLC, PHOENIX EQUITY PLANNING CORPORATION, WS GRIFFITH SECURITIES, INC., NATIONWIDE INVESTMENT SERVICES CORPORATION, NATIONWIDE ADVISORY SERVICES, INC., HARTFORD EQUITY SALES COMPANY INC., RONEY & CO., RONEY & CO. L.L.C., EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. William holds Series 63, Series 7, Series 24 and SIE licenses.
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.
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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CA
05/06/2024 - Present
Westpark Capital, Inc. (LOS ANGELES CA)
MI
12/08/2023 - 02/16/2024
EDWARD JONES (Kentwood MI)
CT
09/15/2010 - 10/11/2023
SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)
PA
06/25/2009 - 09/15/2010
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
PA
02/04/2009 - 04/28/2009
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
OH
04/24/2003 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (MIDDLEBURG HEIGHTS OH)
CT
04/04/2002 - 08/18/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
OH
10/04/2000 - 04/15/2002
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
07/06/2000 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
CT
02/05/1999 - 06/05/2000
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MI
05/11/1998 - 01/19/1999
RONEY & CO. (DETROIT MI)
MI
10/11/1992 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NY
08/22/1989 - 02/28/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/22/1989 - 02/28/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 08/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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