Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Howson is a financial advisor at Mariner Wealth. William is a Certified Financial Planner and has over 7 years of experience in the financial services industry. William has worked at various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., HighTower Securities LLC and The Vanguard Group, Inc. William holds Series 6, 7, 63, 66, and SIE licenses and is registered in Illinois. William specializes in providing financial advice to high net worth individuals, families, businesses, and charitable organizations.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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IL
01/17/2025 - Present
Mariner Wealth (Oakbrook Terrace IL)
IL
06/24/2021 - 05/03/2022
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
IL
06/28/2017 - 06/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
PA
08/01/2016 - 06/16/2017
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 08/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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