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 Roebuck is a registered investment advisor representative with Thrivent Investment Management Inc. William is licensed in Georgia, Indiana, Ohio, Tennessee and Virginia. William has passed the Series 7TO and SIE exams. William has been in the financial services industry since 2017 and has worked at a number of firms in the Cleveland, TN area including Thompson, Price, Scott, Adams & Co, PA, Arnett, Kirksey, Kimsey, Sullivan, Lay & Hall, PLLC, and Mix 104.1 WCLE. William also has experience at Lee University and Thrivent Financial in Appleton, WI. William is a board member at Foundation House Ministries, a non-profit in Cleveland, TN.
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.
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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TN
01/02/2025 - Present
Thrivent Investment Management Inc. (Cleveland TN)
BOTH
Issued 08/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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