Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Eugene Laheta is a financial advisor with Ameriprise Financial Services, LLC. William has been in the financial industry since January 17, 1986. William has a strong background in financial planning, portfolio management, and investment advice. William has worked for several financial institutions in his career, including Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Smith Barney, Harris Upham & Co., Incorporated, and Blunt Ellis & Loewi Incorporated. William is licensed to provide financial advice in Arizona, Colorado, Florida, Illinois, Iowa, Michigan, Missouri, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. William has a Series 3, Series 7, Series 63, and Series 65 license.
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.
Asset allocation services
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
IL
08/31/2015 - Present
Ameriprise Financial Services, LLC (DOWNERS GROVE IL)
IL
07/01/2003 - 09/17/2015
WELLS FARGO ADVISORS, LLC (OAK BROOK IL)
NY
06/17/1992 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/18/1988 - 05/29/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
09/25/1985 - 07/12/1988
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 12/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1985
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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