Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jamison Morris Wallrapp is an Investment Advisor Representative associated with Rockefeller Financial LLC. William Jamison Morris Wallrapp has been registered with the SEC since January 3, 2025. William Jamison Morris Wallrapp has passed the Uniform Investment Adviser Law Examination. William Jamison Morris Wallrapp has worked at Rockefeller Financial LLC since December 2024. Prior to that, William Jamison Morris Wallrapp worked at Fisher Investments, OneDigital and Benedictine College.
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.
A percentage of the total value of assets under management is charged.
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TX
01/03/2025 - Present
Rockefeller Financial LLC (THE WOODLANDS TX)
Active
Inactive
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