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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ellison is an investment advisor representative with Aristotle Capital Management, LLC, with over 7 years of experience in the industry. William is registered with the state of California and Texas as an investment advisor representative and has passed the Series 66, Series 7 and SIE exams. William has previously worked with IMST Distributors, LLC as well as Aristotle Capital Management, LLC, and has a background as a business systems analyst.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
06/25/2021 - Present
Aristotle Capital Management, LLC (LOS ANGELES CA)
ME
09/01/2016 - 10/24/2023
IMST DISTRIBUTORS, LLC (PORTLAND ME)
BOTH
Issued 10/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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