Unclaimed
William Denler is an investment advisor representative currently registered with Eagle Strategies LLC in San Francisco, California. William has been in the financial services industry since 2020. William's previous employment was with Edward Jones. William is a registered representative and investment advisor representative. William holds the Series 7, Series 63, and Series 65 securities licenses. William's specializations include financial planning, investment advisory services, and educational seminars. William Denler works with individual investors and high-net-worth individuals.
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.
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.
1
2
CA
02/08/2023 - Present
Eagle Strategies LLC (SAN FRANCISCO CA)
MO
06/11/2020 - 09/18/2020
EDWARD JONES (ST. LOUIS MO)
IA
Issued 2/9/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 2/5/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure William Denler is the right advisor for you? Invested Better is here to help.