Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Buehler is a financial advisor with Eagle Strategies LLC. William has been in the financial services industry for over 30 years. William has held Series 6, 7, 22, 24, 63 and 65 licenses. William has experience with LPL Financial LLC, Summit Brokerage Services, Inc., Signator Investors, Inc., Securian Financial Services, Inc., Princor Financial Services Corporation, Capital Brokerage Corporation, and NYLIFE Securities Inc. William is also a Chartered Financial Consultant.
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.
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.
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2
TN
01/02/2024 - Present
Eagle Strategies LLC (KNOXVILLE TN)
TN
11/28/2018 - 09/06/2023
LPL FINANCIAL LLC (KNOXVILLE TN)
VA
07/22/2014 - 12/19/2018
SUMMIT BROKERAGE SERVICES, INC. (RICHMOND VA)
VA
12/09/2009 - 07/23/2014
SIGNATOR INVESTORS, INC. (RICHMOND VA)
VA
03/16/2004 - 12/21/2009
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
IA
07/12/2002 - 03/03/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
VA
07/30/1998 - 07/11/2002
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
07/26/1993 - 07/23/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/2/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 7/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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