Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam George Demar is a financial advisor with Choreo, LLC, located in Reno, NV. William has been in the financial industry for over 20 years. He holds the Series 7, Series 63, and Series 66 licenses. William is also a Certified Financial Planner. William works with a wide range of clients including individuals, corporations, and charitable organizations. William is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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
NV
01/27/2023 - Present
Choreo, LLC (Reno NV)
CA
08/20/2002 - 02/28/2017
EDWARD JONES (ALAMEDA CA)
BOTH
Issued 07/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure William Demar is the right advisor for you? Invested Better is here to help.
