Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kumm has over 36 years of experience in the financial services industry. William is a Registered Representative and Investment Adviser Representative. William is a registered professional with Level Four Advisory Services. William is also the President of Financial Independence, LLC. William works with individuals, high net worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. William is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Solicitor fees - portion of assets managed by other advisors
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2
TX
04/01/2024 - Present
Level Four Advisory Services (DALLAS TX)
MI
01/15/2019 - 04/04/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Bloomfield Hills MI)
MI
03/02/2017 - 01/22/2019
FSC SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
MI
01/20/2004 - 03/02/2017
NATIONAL PLANNING CORPORATION (BLOOMFIELD HILLS MI)
CT
02/05/1998 - 01/22/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
OH
07/18/1995 - 02/05/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
CA
02/02/1994 - 07/26/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NY
09/11/1991 - 02/03/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
08/03/1989 - 08/30/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/03/1989 - 08/30/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NJ
08/12/1987 - 06/23/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 09/14/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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