Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Drexler is a financial professional with over 11 years of experience in the financial services industry. William has been registered with Ameriprise Financial Services, LLC since July 2024. William is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT® professional. William holds Series 6, 7, and 66 securities licenses as well as an insurance license. William has extensive experience providing financial planning and investment advice to individuals, families, and businesses. William is committed to helping clients achieve 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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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2
FL
07/31/2024 - Present
Ameriprise Financial Services, LLC (Rockledge FL)
FL
06/04/2018 - 07/22/2024
J.W. COLE FINANCIAL, INC. (Rockledge FL)
FL
02/23/2018 - 04/19/2018
MML INVESTORS SERVICES, LLC (MELBOURNE FL)
FL
11/10/2015 - 11/02/2017
HORACE MANN INVESTORS, INC. (KISSIMMEE FL)
BOTH
Issued 10/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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