Unclaimed
William Ewart Fender is a financial professional with over 30 years of experience in the industry. William is registered with Innovest Portfolio Solutions LLC and is currently pursuing an active Investment Advisor Representative registration in Colorado. William has held previous roles at BJR & Associates, Inc., Mutual Service Corporation, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Royal Alliance Associates, Inc., and Integrated Resources Equity Corporation. William's experience spans multiple states including Colorado, Massachusetts, Indiana, and Arizona. William holds the Series 63, Series 24, and Series 7 licenses. William specializes in providing financial advice and portfolio management services for individuals, businesses, pension plans, and charitable organizations.
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.
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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CO
01/01/2025 - Present
Innovest Portfolio Solutions LLC (DENVER CO)
CO
07/08/1996 - 04/17/1997
BJR & ASSOCIATES, INC (COLORADO SPRINGS CO)
MA
09/29/1994 - 12/31/1995
MUTUAL SERVICE CORPORATION (BOSTON MA)
IN
06/01/1990 - 09/27/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/01/1990 - 09/27/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
11/19/1989 - 12/07/1989
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/22/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 08/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1984
Series 24 - General Securities Principal Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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