Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fredrickson is a financial advisor with NWF Advisory Services Inc. William has over 25 years of experience in the financial services industry. William holds the Series 63, Series 65, and Series 7 licenses. William also holds the SIE license. William is registered with the state of California to provide investment advice as an Investment Advisor Representative. William's firm, NWF Advisory Services Inc., is a Registered Investment Advisor (RIA) based in Los Angeles, CA. William's prior work experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated. William primarily works with individual investors and offers a variety of services, including financial planning, portfolio management, and insurance. William is committed to providing his clients with personalized financial advice and guidance.
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.
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CA
02/13/2017 - Present
NWF Advisory Services Inc. (Santa Rosa CA)
CA
07/10/1996 - 06/05/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA ROSA CA)
IA
Issued 07/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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