Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bouma is a financial advisor with LPL Financial LLC. William has been in the financial industry since February 1994. William is a registered representative in Michigan and Texas. William also holds the Series 63, Series 65 and Series 7 licenses. William previously worked for Cetera Advisor Networks LLC and CUSO Financial Services, L.P. William specializes in providing investment advice to individuals, businesses, corporations, charitable organizations, pension and profit sharing plans and high-net-worth individuals. William also provides financial planning 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.
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.
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MI
03/04/2024 - Present
LPL Financial LLC (BATTLE CREEK MI)
MI
06/22/2018 - 03/07/2024
CETERA ADVISOR NETWORKS LLC (BATTLE CREEK MI)
MI
04/11/2012 - 06/14/2018
CUSO FINANCIAL SERVICES, L.P. (KALAMAZOO MI)
MI
11/09/2011 - 03/29/2012
FIFTH THIRD SECURITIES, INC. (ALLEGAN MI)
MI
11/13/2009 - 09/13/2011
PNC INVESTMENTS (KALAMAZOO MI)
MI
08/04/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (KALAMAZOO MI)
MI
05/02/2001 - 03/20/2008
FIFTH THIRD SECURITIES, INC. (KALAMAZOO MI)
MI
08/23/2000 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
IL
12/15/1998 - 08/23/2000
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
MI
07/16/1998 - 09/25/1998
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
AZ
08/13/1997 - 07/23/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
12/14/1995 - 08/11/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MO
05/04/1993 - 12/14/1995
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
IA
Issued 07/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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