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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Seybold is a financial advisor with Cambridge Investment Research Advisors, Inc., in Rochester, NY. William has been working as a financial advisor for over 20 years and holds a series of licenses including Series 6, 7, 63, and 65. William is also a Certified Financial Planner (CFP) and provides financial planning services to individuals and families. William has experience working with a variety of clients, including high-net-worth individuals, businesses, and retirement plans.
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.
Solicitation fees from 3rd party money managers
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2
NY
04/09/2021 - Present
Cambridge Investment Research Advisors, Inc. (Rochester NY)
NY
11/01/2011 - 08/03/2020
SECURITIES SERVICE NETWORK, LLC (Rochester NY)
NY
01/25/2007 - 10/31/2011
SECURITIES AMERICA, INC. (ROCHESTER NY)
NY
10/28/1999 - 01/03/2007
ING FINANCIAL ADVISERS, LLC (ROCHESTER NY)
CT
10/28/1999 - 09/23/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
MA
04/09/1996 - 10/26/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
07/26/1999 - 09/27/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
04/09/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 09/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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