Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henry Kumm is a financial advisor registered with Level Four Financial, LLC. William holds the Series 7 and SIE licenses and has been in the industry since 2019. Prior to joining Level Four Financial, LLC, William was employed with Raymond James Financial Services, Inc. in Bloomfield Hills, MI and Commonwealth Financial Network in San Diego, CA.
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.
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.
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MI
04/01/2024 - Present
Level Four Financial, LLC (BLOOMFIELD HILLS MI)
MI
10/15/2019 - 04/05/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Bloomfield Hills MI)
CA
01/25/2019 - 03/22/2019
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
BC
Issued 01/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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