Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam F Kleinhoff is a registered representative with UBS Financial Services Inc. based in Atlanta, Georgia. William is a financial professional with over 20 years of experience in the securities industry. William has a strong background in providing financial planning, investment management, and other financial services. William has held Series 7 and Series 66 licenses and earned the Securities Industry Essentials exam credential. William previously worked for Wachovia Securities, Inc. and UBS Financial Services Inc. in St. Louis, Missouri and Weehawken, New Jersey. William is also a Notary Public.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
01/19/2007 - Present
UBS Financial Services Inc. (ATLANTA GA)
NJ
11/05/2002 - 12/15/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
10/04/2001 - 11/21/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 07/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Kleinhoff is the right advisor for you? Invested Better is here to help.
