Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Franz Muller is a financial advisor with UBS Financial Services Inc. located in PORTLAND, ME. William has been in the financial industry since January 1988 and has a total of 25 years of experience. William is a registered representative with FINRA and has been registered with the state of Maine since February 2007. William holds Series 6, 7, 26, 63, and 65 licenses, as well as the SIE exam.
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
ME
02/09/2007 - Present
UBS Financial Services Inc. (PORTLAND ME)
ME
05/14/1999 - 02/09/2007
MCDONALD INVESTMENTS INC. (PORTLAND ME)
OH
02/12/1992 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
01/26/1984 - 02/23/1988
FIRST INVESTORS CORPORATION
IA
Issued 04/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1992
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Muller is the right advisor for you? Invested Better is here to help.
