Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Holtmann is a financial advisor at State Farm VP Management Corp. William holds Series 63, 6TO, and SIE licenses. William began his career at J.P. Morgan Securities LLC in Mason, Ohio. William joined State Farm VP Management Corp. in Oxford, Ohio on July 11, 2024. William is registered with the state of Ohio.
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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OH
07/11/2024 - Present
State Farm VP Management Corp. (Oxford OH)
OH
10/21/2022 - 03/27/2024
J.P. MORGAN SECURITIES LLC (MASON OH)
BC
Issued 11/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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