Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gerhard Siegert is a registered representative with LPL Financial LLC in Southfield, MI. William has been in the industry since March 3, 2013. William holds the Series 66, Series 7 and SIE licenses. William has been with LPL Financial LLC since January 2013. William's firm, LPL Financial LLC, has its main office in Fort Mill, SC. LPL Financial LLC is a registered investment advisor with over $50 billion in assets under management. The firm serves a variety of clients, including individuals, corporations, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
MI
06/05/2013 - Present
LPL Financial LLC (SOUTHFIELD MI)
BOTH
Issued 06/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Siegert is the right advisor for you? Invested Better is here to help.
