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 Metz is a financial advisor with Feltl Advisors based in Plymouth, Minnesota. William Henry Metz has been working in the financial services industry since 1975. William Henry Metz has experience with a variety of firms, including Advanced Equities, Inc., Lehman Brothers Inc., SG Cowen Securities Corporation, Cowen & Co., and Mesirow Investment Services, Inc. William Henry Metz is registered with the Securities and Exchange Commission and holds FINRA Series 63, Series 65, Series 7, Series 1, and SIE licenses. William Henry Metz also holds state licenses in California, Florida, Georgia, Illinois, Iowa, Michigan, and Washington. William Henry Metz specializes in providing financial advice to individuals and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Wrap accounts through non-affiliated providers
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.
Percentage of assets under outside management
1
2
MN
07/18/2013 - Present
Feltl Advisors (PLYMOUTH MN)
IL
08/25/2005 - 11/19/2012
ADVANCED EQUITIES, INC. (CHICAGO IL)
NY
10/11/2000 - 08/30/2005
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/01/1998 - 10/27/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
01/22/1991 - 07/01/1998
COWEN & CO. (NEW YORK NY)
NA
03/01/1989 - 01/03/1991
MESIROW INVESTMENT SERVICES, INC.
NA
12/02/1987 - 03/13/1989
HAMBRECHT & QUIST INCORPORATED
NA
05/09/1985 - 12/11/1987
OPPENHEIMER & CO., INC.
NA
10/04/1982 - 05/17/1985
BEAR, STEARNS & CO.
NA
02/10/1981 - 10/06/1982
STERN BROTHERS & CO.
NA
05/02/1979 - 03/09/1981
NEWHARD, COOK & CO. INCORPORATED
NA
09/29/1977 - 05/26/1979
LOWELL H. LISTROM & COMPANY INC.
NA
12/03/1975 - 11/21/1977
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
05/28/1975 - 11/20/1975
IDS LIFE INSURANCE COMPANY
NA
05/28/1975 - 11/20/1975
IDS MARKETING CORPORATION
NA
05/28/1975 - 11/20/1975
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 10/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1991
PC - AMEX Put and Call Exam
BC
Issued 12/20/1975
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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