Unclaimed
William Powers is a financial advisor with Thrivent Investment Management Inc. William is based in Indianapolis, Indiana and has been in the financial services industry since 2001. William holds multiple licenses including Series 66, Series 7 and SIE. William's professional experience includes previous roles at Transamerica Financial Advisors, Inc, Edward Jones, AIG Retirement Advisors, Inc., The Variable Annuity Marketing Company and AXA Advisors, LLC. William offers financial planning and portfolio management for individuals as well as portfolio management for businesses.
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.
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.
1
2
IN
04/24/2013 - Present
Thrivent Investment Management Inc. (Indianapolis IN)
IN
10/27/2010 - 12/31/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (INDIANAPOLIS IN)
IN
07/28/2008 - 09/02/2010
EDWARD JONES (INDIANAPOLIS IN)
IN
10/23/2001 - 05/06/2008
AIG RETIREMENT ADVISORS, INC. (CARMEL IN)
TX
10/23/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NY
03/27/2001 - 08/09/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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