Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Winkler is a financial advisor with over 20 years of experience in the financial services industry. William holds both Series 6 and Series 63 licenses and is currently registered with Cambridge Investment Research Advisors, Inc. in Pennsylvania. Previously, William was registered with HD Vest Investment Services in Pennsylvania from 2003 to 2015. William has a diverse background, including owning and managing residential and commercial investment properties and working as a CPA and President of Winkler Financial Services, Inc. William offers a variety of financial planning services, including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
01/17/2017 - Present
Cambridge Investment Research Advisors, Inc. (Langhorne PA)
PA
01/13/2003 - 07/31/2015
HD VEST INVESTMENT SERVICES (LANGHORNE PA)
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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