Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Spinner is a financial advisor registered with Integrated Wealth Concepts LLC. William has been in the financial services industry since 1992 and is registered in 21 states. William is a Certified Financial Planner and has experience in providing financial planning, pension consulting, and selection of other advisors. William focuses on providing investment advisory services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit sharing plans, 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.
Guidance on pension options to ensure a secure financial future.
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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2
NJ
09/20/2019 - Present
Integrated Wealth Concepts LLC (Manalapan NJ)
NJ
12/10/2003 - 09/18/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (MANALAPAN NJ)
IN
12/10/2003 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
02/21/1992 - 12/05/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 08/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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