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William F Blattner

Guggenheim Investments

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About William F Blattner

William F. Blattner is a financial advisor with Guggenheim Investments. William has been working in the financial industry since July 2004 and has been registered with Guggenheim Investments since March 2014. William holds Series 66, SIE and Series 7 licenses and is registered in several states. William is a registered investment advisor representative in Illinois.

Firm Information

William Blattner is currently registered with Guggenheim Investments. Guggenheim Investments is an investment advisor based in NEW YORK, NY. The firm manages approximately $11,255,391,581 in regulatory assets under management for 138 accounts. The firm provides investment advice to investment companies and pooled investment vehicles.
Guggenheim Investments

330 MADISON AVENUE

NEW YORK, NY 10017

$11.26B

Assets Under Management

1

Total Clients

39

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Blattner’s Registration & Firm History

NY

03/04/2014 - Present

Guggenheim Investments (NEW YORK NY)

IL

07/30/2004 - 07/23/2007

PRUCO SECURITIES, LLC. (NAPERVILLE IL)

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Licenses & Designations

BOTH

Issued 08/06/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William F Blattner.
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