Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kantner is an investment advisor representative and a registered principal. William is currently registered with Chartered Advisory Group, Inc., which is based in Chadds Ford, PA. William is a seasoned financial professional with over 30 years of experience. William is also a Chartered Financial Consultant. William previously worked at Securities America, Inc., Transamerica Financial Resources, Inc., and First Investors Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
08/16/2001 - Present
Chartered Advisory Group (CHADDS FORD PA)
PA
02/06/1996 - 10/23/2023
SECURITIES AMERICA, INC. (CHADDS FORD PA)
CA
03/08/1991 - 02/06/1996
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NJ
02/14/1983 - 03/05/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/11/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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