Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Brooksby is a financial professional with over 20 years of experience in the industry. William is currently registered with Next Financial Group, Inc. and has been with the firm since 2004. William is also the owner of Brooksby Financial Services, which provides insurance and investment services. William holds Series 7, 24, and 63 licenses as well as the SIE. William specializes in retirement planning, college savings, and estate planning. William is committed to providing personalized financial advice and 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.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
CA
05/16/2017 - Present
Next Financial Group, Inc. (VICTORVILLE CA)
CA
08/27/2010 - 05/25/2012
SAGEPOINT FINANCIAL, INC. (VICTORVILLE CA)
CA
12/17/2004 - 09/10/2010
NEXT FINANCIAL GROUP, INC. (VICTORVILLE CA)
MO
04/02/2002 - 01/03/2005
EDWARD JONES (ST. LOUIS MO)
BC
Issued 04/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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