Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thornberry has been working in the financial services industry since July 1986. William is a registered representative with Ameriprise Financial Services, LLC. William has been registered with the firm since June 2024. William has held previous positions at Vanguard Marketing Corporation, Cadaret, Grant & Co., Inc., Marketing One Securities, Inc., Forth Financial Securities, Corporation and Blinder, Robinson & Co.,Inc..
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.
Asset allocation services
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.
1
2
NC
06/17/2024 - Present
Ameriprise Financial Services, LLC (Charlotte NC)
NC
03/01/2023 - 12/31/2023
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NA
07/11/1988 - 01/30/1991
CADARET, GRANT & CO., INC.
NA
04/11/1988 - 05/24/1988
MARKETING ONE SECURITIES, INC.
NA
06/29/1987 - 04/14/1988
FORTH FINANCIAL SECURITIES, CORPORATION
NA
07/23/1986 - 11/19/1986
BLINDER, ROBINSON & CO.,INC.
BOTH
Issued 05/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/30/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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