Unclaimed
William Inman is a financial professional with over 15 years of experience in the financial services industry. William is a Certified Financial Planner and a Chartered Financial Consultant. William is registered with Park Avenue Securities LLC, a registered broker-dealer and investment advisor. William can provide services such as financial planning, portfolio management, and educational seminars. William also has experience providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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GA
09/29/2021 - Present
Park Avenue Securities LLC (ATLANTA GA)
BOTH
Issued 07/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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