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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gregory Holden is a registered investment advisor representative with Manning & Napier Advisors, LLC. William has been in the financial industry since 2004 and has worked for several firms, including B.C. Ziegler and Company and Robert W. Baird & Co. Incorporated. William holds Series 3, 7, and 63 securities licenses and Series 65 investment advisor license. William has extensive experience in providing investment advice to a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
1
2
NY
05/10/2013 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
FL
07/23/2007 - 11/10/2008
B. C. ZIEGLER AND COMPANY (ST. PETERSBURG FL)
OH
08/23/2005 - 07/11/2007
ROBERT W. BAIRD & CO. INCORPORATED (COLUMBUS OH)
OH
01/14/2004 - 08/03/2005
LANCASTER POLLARD & CO. (COLUMBUS OH)
IA
Issued 04/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2015
Series 3 - National Commodity Futures Examination
BC
Issued 01/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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