Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Webster is a financial advisor with over 30 years of experience in the industry. He is a Registered Representative of M Holdings Securities, Inc. and is licensed to provide financial advice in several states. William has extensive experience in providing a range of financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management.
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.
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
OR
01/09/2014 - Present
M Holdings Securities, Inc. (PORTLAND OR)
KS
09/09/2008 - 01/07/2014
NFP SECURITIES, INC. (OVERLAND PARK KS)
KS
06/19/2008 - 08/05/2008
NFP SECURITIES, INC. (OVERLAND PARK KS)
KS
04/02/2004 - 12/06/2006
PARK AVENUE SECURITIES LLC (OVERLAND PARK KS)
CT
05/02/2002 - 02/11/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IN
07/31/1999 - 09/19/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 09/19/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
02/21/1992 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
CT
05/02/1983 - 02/20/1992
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 03/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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