Unclaimed
William James Hetzel is an investment advisor representative registered with Prospera Financial Services, Inc. William holds a Series 7TO, Series 63, and Series 65 licenses. William has been in the financial services industry since 2013 and joined Prospera Financial Services, Inc. in 2022. William provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. William also serves as a Board Member of the Jeff Davis Parish Chamber of Commerce and Leadership Excel.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
LA
02/19/2024 - Present
Prospera Financial Services, Inc. (Jennings LA)
IA
Issued 02/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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