Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edmond Witzke has been in the financial services industry since January 20, 1991. William is currently registered with Allstate Financial Advisors, LLC in Auburn, California. William also holds the Series 63, Series 65, Series 7, Series 24, and Series 51 licenses. William has been associated with Allstate Insurance Co and Allstate Financial Advisors, LLC for a significant part of his career. William is also associated with Placer County Association of Realtors (PCAR). William has a wide range of experience in the financial services industry and is dedicated to providing clients with personalized financial advice. William is committed to helping clients achieve their financial goals and has a strong track record of success.
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.
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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.
Third party advisory fees
1
2
CA
06/27/2008 - Present
Allstate Financial Advisors, LLC (AUBURN CA)
TX
06/03/2000 - 04/02/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
TX
03/29/1999 - 04/02/2001
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
IL
12/09/1997 - 11/15/2000
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
CA
06/21/1996 - 11/24/1997
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
CA
11/17/1994 - 05/29/1996
LCM FINANCIAL SERVICES, INC. (SACRAMENTO CA)
MN
11/15/1990 - 10/25/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/15/1990 - 10/25/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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