Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Borders is a financial advisor with over 15 years of experience in the financial services industry. William is currently registered with Columbia Management Investment Advisers, LLC and holds Series 6, 7, and 63 licenses, as well as the SIE exam. William is a Chartered Financial Analyst and has previously worked at OppenheimerFunds Distributor, Inc. and Vanguard Marketing Corporation. William is a registered investment advisor representative in New Jersey and is licensed to offer securities and investment advisory services in all 50 states and the District of Columbia.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
11/23/2015 - Present
Columbia Management Investment Advisers, LLC (WESTFIELD NJ)
NY
09/23/2010 - 11/04/2015
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
PA
09/09/2004 - 09/20/2010
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 09/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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