Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Harry Bockwoldt is a financial advisor registered with Wealthspire Advisors. William has been in the industry since December 2012 and is registered in California. William is a Series 65 licensed advisor and specializes in providing financial planning, pension consulting and selection of other advisors services. He is also a CEO and Founder of VIBATO, LLC, a software and consulting firm specializing in internal controls over financial reporting.
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.
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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CA
09/03/2024 - Present
Wealthspire Advisors (San Rafael CA)
IA
Issued 09/27/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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