Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Eldon Tufts is a financial advisor with over 30 years of experience in the industry. William has held licenses and registrations in various states across the US and has worked for several firms, including First Investors Corporation, Crown Capital Securities, L.P. and now Centaurus Financial, Inc. William's expertise lies in financial planning, portfolio management for both individuals and businesses, and pension consulting. William is registered with Centaurus Financial, Inc. and has branch office locations in Wilsonville, Oregon and Anaheim, California.
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.
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.
1
2
OR
01/30/2025 - Present
Centaurus Financial, Inc. (Wilsonville OR)
OR
10/14/2005 - 01/25/2024
CROWN CAPITAL SECURITIES, L.P. (WILSONVILLE OR)
NJ
05/29/1990 - 10/20/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 12/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2019
Series 24 - General Securities Principal Examination
BC
Issued 09/01/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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