Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Eggert is a financial advisor at Eggert Financial Management, Inc. William has over 30 years of experience in the financial services industry. He is a Certified Financial Planner and holds the Series 6, 7, 24, and 63 securities licenses. William has been with Eggert Financial Management, Inc. since 1988. Prior to joining the firm, he worked at Colorado Financial Service Corporation, MCL Financial Group, Inc., Linsco/Private Ledger Corp. and other firms. William is registered with the state of California, Colorado, and Texas. William specializes in providing financial planning services to individuals and high-net-worth individuals.
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.
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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2
CO
04/10/2014 - Present
Eggert Financial Management, Inc. (CENTENNIAL CO)
CO
06/14/2011 - 08/03/2017
COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)
CO
03/11/2003 - 06/13/2011
MCL FINANCIAL GROUP, INC. (CENTENNIAL CO)
SC
12/16/1989 - 03/15/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
02/03/1989 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
07/23/1987 - 02/08/1989
VSR FINANCIAL SERVICES, INC.
NA
11/21/1985 - 07/27/1987
THE PLANNER'S SECURITIES GROUP, INC.
NA
06/13/1983 - 12/04/1985
FSC SECURITIES CORPORATION
NA
02/09/1983 - 06/18/1983
THE O.N. EQUITY SALES COMPANY
NA
06/28/1982 - 01/28/1983
CIGNA SECURITIES, INC.
BC
Issued 08/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1989
Series 24 - General Securities Principal Examination
BC
Issued 08/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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