Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Heckman is an investment advisor representative for Wealth Management Associates, Inc. William has been in the industry since 1998 and has held various positions, including a general partner of Pinebrook Place, Ltd., an owner of a sole proprietorship, and a principal at Keystone Advisor Group. William has a background in accounting and holds a Certified Financial Planner designation. William is registered in Arizona, Florida, Louisiana, North Carolina, Ohio, Pennsylvania, and South Carolina. William provides financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
Solicitor/referral fees
1
2
PA
08/07/2009 - Present
Wealth Management Associates, Inc. (ORWIGSBURGH PA)
PA
02/27/2001 - 06/14/2024
SECURITIES AMERICA, INC. (ORWIGSBURG PA)
NA
08/12/1991 - 09/26/1994
CHAUNER SECURITIES, INC.
BC
Issued 05/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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