Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Servis is a financial advisor who has been in the industry since 2005. William is registered with Freedom Investment Management, Inc. and is based in Hartford, CT. William previously worked at Portsmouth Financial Services, EQIS Securities, LLC, Emerson Equity LLC, Arque Capital, LTD., ATEL Securities Corporation, LPL Financial Corporation and McClurg Capital Corporation. William has passed the Series 6, 7, 63 and 66 exams and the SIE exam. William specializes in providing financial planning, pension consulting, selection of other advisors and portfolio management for individuals, businesses and pooled investment vehicles.
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.
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.
Model provider/strategist
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.
A percentage of the total value of assets under management is charged.
Minimum monthly account fee
1
2
CT
07/25/2024 - Present
Freedom Investment Management, Inc. (HARTFORD CT)
CA
01/15/2021 - 12/31/2022
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
CA
02/16/2018 - 01/18/2019
EQIS SECURITIES, LLC (SAN RAFAEL CA)
CA
03/07/2017 - 12/18/2017
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
CA
01/02/2015 - 04/24/2015
EMERSON EQUITY LLC (SAN MATEO CA)
AZ
12/06/2012 - 12/31/2014
ARQUE CAPITAL, LTD. (SCOTTSDALE AZ)
CA
03/24/2010 - 10/24/2012
ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)
CA
09/23/2009 - 03/30/2010
LPL FINANCIAL CORPORATION (SAN FRANCISCO CA)
CA
05/05/2005 - 09/25/2009
MCCLURG CAPITAL CORPORATION (SAN RAFAEL CA)
BOTH
Issued 02/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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