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 Lauber is a financial advisor with over 20 years of experience in the industry. William is currently registered as an Investment Advisor Representative with Visionary Wealth Advisors, LLC. William has previously worked for Cantella & Co., Inc., Raymond James Financial Services, Inc. and Robert Thomas Securities, Inc. William holds Series 4, 7, 12, 24, 53, 63, 65 and 87 licenses and is registered in Florida, Illinois, and Missouri.
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.
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.
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2
MO
04/01/2019 - Present
Visionary Wealth Advisors, LLC (ST. LOUIS MO)
MO
09/09/2002 - 08/18/2010
CANTELLA & CO., INC. (ST. LOUIS MO)
FL
01/04/1999 - 09/10/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
09/24/1992 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 01/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/1994
Series 4 - Registered Options Principal Examination
BC
Issued 03/11/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/08/1992
Series 24 - General Securities Principal Examination
BC
Issued 02/23/1980
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/25/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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