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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 Ziehl jr. is a financial advisor with Northwest Asset Management. William Ziehl jr. has been in the industry for over 35 years. William Ziehl jr. is registered with the state of Washington and has also been registered with a number of other firms over the years, including UBS Financial Services Inc., RBC Dain Rauscher Inc. and Dean Witter Reynolds Inc. William Ziehl jr. specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations and pension and profit sharing plans. William Ziehl jr. is also registered as a broker-dealer and provides financial services through Northwest Asset Management. Northwest Asset Management offers financial planning, investment management, pension consulting, and tax preparation services.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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.
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2
WA
03/16/2010 - Present
Northwest Asset Management (MERCER ISLAND WA)
WA
08/25/2010 - 01/02/2013
PURSHE KAPLAN STERLING INVESTMENTS (MERCER ISLAND WA)
WA
02/18/2005 - 06/03/2009
UBS FINANCIAL SERVICES INC. (BELLEVUE WA)
NY
03/02/1998 - 03/04/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
10/01/1996 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NY
04/09/1990 - 09/10/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/18/1988 - 03/20/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/05/1984 - 05/05/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2007
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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