Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hunter Wolbach is a financial advisor at UBS Financial Services Inc. William has been in the industry since 2002 and holds the Series 31, Series 7, and Series 66 licenses. William is registered in 42 states including Missouri, Kansas, and Texas. William has experience working with high-net-worth individuals, corporations, and charitable organizations. William is a Board Member at the Kansas City Country Club and a member of the Investment Committee at the Nelson Atkins Museum of Art. William has also served on the Board of Directors of Kansas City Public Television and the Pembroke Hill School.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
02/06/2013 - Present
UBS Financial Services Inc. (Kansas City MO)
KS
08/01/2003 - 08/12/2006
PIPER JAFFRAY & CO. (LEAWOOD KS)
NJ
07/10/2002 - 08/13/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 07/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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