Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edwin Meihoff is an investment advisor representative at Fisher Investments with over 20 years of experience in the financial industry. William has worked with a wide range of clients, including individuals, corporations, investment companies, and pooled investment vehicles. William has experience with providing portfolio management services for businesses and individuals as well as financial planning services. William holds both Series 63 and Series 65 licenses. In addition to his Series 63 and Series 65 licenses, William also holds the Series 3, Series 7 and Series 87 licenses and has passed the Securities Industry Essentials Examination (SIE). William holds the designation of Chartered Financial Analyst. William was previously registered with IRC Securities LLC and Prudential Securities Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
04/26/2018 - Present
Fisher Investments (PLANO TX)
NY
08/10/2012 - 04/10/2018
IRC SECURITIES LLC (NEW YORK NY)
NA
07/06/1992 - 08/10/1994
PRUDENTIAL SECURITIES INCORPORATED
BC
Issued 08/30/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
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