Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Urban is a registered Investment Advisor Representative with Knights of Columbus Asset Advisors LLC. William has been a Field Agent for Knights of Columbus Insurance since March 2017 and has been with Knights of Columbus Asset Advisors LLC since January 2023. William is also registered with the state of Pennsylvania as an Investment Advisor Representative. William has passed the Uniform Investment Adviser Law Examination (Series 65).
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CT
02/17/2023 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
IA
Issued 02/17/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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