Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Skavdahl is a financial advisor with LPL Financial LLC. William has been in the industry since 2015 and has passed the Series 7, Series 66 and SIE exams. William has previous experience with Waddell & Reed, Inc. William is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in Alaska, Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Indiana, Iowa, Maine, Maryland, Michigan, Montana, Nevada, New Mexico, New York, North Carolina, Oklahoma, Oregon, South Carolina, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. William also has experience with American West Bank and Pullman Regional Hospital, and is a board member for Community Action Center.
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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WA
07/21/2021 - Present
LPL Financial LLC (PULLMAN WA)
WA
09/14/2015 - 07/21/2021
WADDELL & REED (PULLMAN WA)
BOTH
Issued 10/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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