Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cleavelin is a financial advisor registered with Avantax Advisory Services. William has been in the financial industry since 1987. William is registered in Texas and California as a Registered Representative and Investment Advisor Representative. William holds the Series 6, 7, 22, and SIE licenses and is a Certified Financial Planner. William also offers accounting and tax preparation services through his CPA firm, Cleavelin & Company CPAs.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
09/13/2022 - Present
Avantax Advisory Services (CORPUS CHRISTI TX)
BC
Issued 11/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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