Unclaimed
William Blanke has been in the financial services industry since 1975 and is currently a registered representative with Hightower Advisors, LLC. He has over 40 years of experience in the field, and holds various licenses and certifications, including Series 4, 7, 9, 10, 12, 24, 63, and 65. Prior to joining Hightower Advisors, LLC, William was registered with Hightower Securities, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Paine, Webber, Jackson & Curtis Inc., Paine, Webber, Jackson & Curtis Incorporated, and Stifel, Nicolaus & Company, Incorporated. William has experience working with a variety of clients, including individuals, businesses, and institutions. He specializes in providing financial planning and investment management services.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
01/01/2025 - Present
Hightower Advisors, LLC (CHICAGO IL)
CA
05/26/2011 - 01/09/2024
HIGHTOWER SECURITIES, LLC (PALM DESERT CA)
CA
06/01/2009 - 06/03/2011
MORGAN STANLEY SMITH BARNEY (INDIAN WELLS CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM DESERT CA)
CA
11/09/1981 - 04/02/2007
MORGAN STANLEY DW INC. (PALM DESERT CA)
NA
01/31/1980 - 11/05/1981
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
11/17/1977 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
08/01/1975 - 10/30/1977
STIFEL, NICOLAUS & COMPANY, INCORPORATED
IA
Issued 05/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/1984
Series 24 - General Securities Principal Examination
BC
Issued 07/01/1982
Series 4 - Registered Options Principal Examination
BC
Issued 06/20/1981
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 06/01/1977
PC - AMEX Put and Call Exam
BC
Issued 07/19/1975
Series 7 - General Securities Representative Examination
Active
Inactive
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