Unclaimed
William Borders is a financial advisor with over 30 years of experience in the industry. William currently works at Wealth Enhancement Advisory Services, LLC, a firm with a focus on providing financial planning and investment management services to individuals, businesses, and institutions. William holds a Series 7 and Series 63 license, and has a Certified Financial Planner designation. He is also a registered investment advisor in Kentucky. William is passionate about helping clients achieve their financial goals and provides personalized advice tailored to each individual's needs.
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
KY
01/10/2024 - Present
Wealth Enhancement Advisory Services, LLC (BOWLING GREEN KY)
TN
05/07/1992 - 04/04/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 05/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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