Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gerald Friebel is a financial advisor with over 18 years of experience in the financial services industry. William is a Certified Financial Planner™ professional and holds a Series 7, Series 10, Series 9, Series 31 and SIE. William is currently registered with Wealth Enhancement Advisory Services, LLC, and previously was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wealth Enhancement Advisory Services, LLC is an independent wealth management firm with offices in Plymouth, Minnesota and The Woodlands, Texas. The firm provides a wide range of financial services to individuals, families, businesses, and institutions. William's focus is on helping clients achieve their financial goals through a comprehensive and personalized approach to financial planning.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
TX
06/26/2024 - Present
Wealth Enhancement Advisory Services, LLC (THE WOODLANDS TX)
TX
08/13/2004 - 03/28/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)
BOTH
Issued 09/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/03/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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