Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam H Berkmeier is a financial advisor with Foreside Fund Services, LLC. William has been working in the financial industry since 2009. William's current registrations include Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Maryland, Mississippi, New Mexico, New York, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, Virginia, and West Virginia. William holds the Series 66, Series 31, Series 7 and SIE securities licenses. William was previously registered with LAZARD ASSET MANAGEMENT SECURITIES LLC.
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.
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.
1
2
NY
09/30/2021 - Present
Foreside Fund Services, LLC (New York NY)
NY
03/30/2009 - 06/23/2021
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
BOTH
Issued 10/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 03/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Berkmeier is the right advisor for you? Invested Better is here to help.
