Unclaimed
William Hindman is a financial advisor with J.P. Morgan Securities LLC. William is registered in Washington. Previously, William was with U.S. Bancorp Investments, Inc. in Seattle, WA. William has a Series 63 and Series 6TO license and has passed the SIE exam. William specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WA
12/08/2022 - Present
J.p. Morgan Securities LLC (SEATTLE WA)
WA
08/05/2021 - 09/06/2022
U.S. BANCORP INVESTMENTS, INC. (SEATTLE WA)
BC
Issued 10/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure William Hindman is the right advisor for you? Invested Better is here to help.