Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Loehning is a registered investment advisor representative with Thornburg Investment Management Inc. William has been in the industry for over 20 years. William has experience working with a variety of clients, including high-net-worth individuals, corporations, and investment companies. William is also a registered principal and holds the Series 6, 7, 24, 63 and 65 licenses. William specializes in providing investment advice and portfolio management services. William is committed to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
RI
03/15/2018 - Present
Thornburg Investment Management Inc. (Barrington RI)
MA
11/30/2009 - 03/14/2018
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
CT
07/11/2006 - 11/05/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
MA
12/07/2005 - 07/13/2006
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
RI
08/08/2002 - 11/05/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 01/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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