Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Powers is a financial advisor with over 40 years of experience in the industry. William is registered with LPL Financial LLC and is currently based in Bloomfield Hills, Michigan. William has previously held positions with CETERA ADVISORS LLC, VESTAX SECURITIES CORPORATION, FINANCIAL INTEGRATION SERVICES, INC., THOMAS N. BURNHAM SECURITIES COMPANY, and E.I. SALES, 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
07/24/2023 - Present
LPL Financial LLC (BLOOMFIELD HILLS MI)
MI
01/01/2004 - 07/26/2023
CETERA ADVISORS LLC (BLOOMFIELD HILLS MI)
OH
01/03/1991 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
11/02/1988 - 01/01/1991
FINANCIAL INTEGRATION SERVICES, INC.
NA
02/28/1986 - 10/31/1988
THOMAS N. BURNHAM SECURITIES COMPANY
NA
01/31/1983 - 02/18/1986
E.I. SALES, INC.
IA
Issued 05/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1993
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/11/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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