Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Harold Wilkinson is an investment advisor representative with 30 years of experience in the financial services industry. William has been registered with the Securities and Exchange Commission (SEC) since 1993. He is currently registered with 360 Wealth Management, Inc. and AE Wealth Management, LLC in Arizona. William specializes in retirement planning, investment management, and insurance. He holds the Series 6, 7, 24, 63, and 65 licenses and is a Certified Financial Planner and Chartered Financial Consultant. William has worked with 148 clients, managing over $21 million in assets. William's previous experience includes positions with GENEOS WEALTH MANAGEMENT, INC., ROUND HILL SECURITIES, INC., and MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
AZ
06/18/2009 - Present
360 Wealth Management, Inc. (SCOTTSDALE AZ)
CO
06/27/2003 - 08/11/2005
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
CA
03/20/1995 - 07/01/2003
ROUND HILL SECURITIES, INC. (ALAMO CA)
NY
03/26/1993 - 03/03/1995
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
NA
02/07/1995 - 03/01/1995
ROUND HILL SECURITIES, INC.
IA
Issued 03/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 09/30/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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