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William George Roth

Centennial Securities Company, Inc.

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About William George Roth

William George Roth is a registered investment advisor representative with Centennial Securities Company, Inc. William has been in the industry since May 2012. William holds Series 63, 65, 7 and SIE licenses. William is registered to offer investment advisory services in Michigan. Centennial Securities Company, Inc. provides investment advice to individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans and high-net-worth individuals. The firm manages approximately $1 billion to $10 billion in client assets.

Firm Information

William Roth is currently registered with Centennial Securities Company, Inc.. Centennial Securities Company, Inc. is a corporation formed in June 2013 and headquartered in Grand Rapids, Michigan. The firm offers a wide range of financial advisory services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Centennial Securities has been registered with the SEC and is licensed in 46 states. The firm manages approximately $1 billion to $10 billion in assets for a diverse client base, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth.
Centennial Securities Company, Inc.

3075 CHARLEVOIX DR SE

GRAND RAPIDS, MI 49546

$1.07B

Assets Under Management

2,133

Total Clients

41

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Roth’s Registration & Firm History

MI

05/18/2012 - Present

Centennial Securities Company, Inc. (GRAND RAPIDS MI)

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Licenses & Designations

BC

Issued 12/20/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/16/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William George Roth.
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