Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Loertscher is an investment advisor representative with Fidelity Personal And Workplace Advisors, a firm with approximately $1 billion - $10 billion in assets under management. William Loertscher has been in the financial services industry since April 2007. The advisor is registered with FINRA and the state of Texas. William Loertscher specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing 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.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
07/29/2020 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
05/18/2018 - 10/23/2018
AXA ADVISORS, LLC (SALT LAKE CITY UT)
UT
09/17/2013 - 04/12/2018
E*TRADE SECURITIES LLC (SANDY UT)
UT
02/15/2011 - 10/08/2012
EDWARD JONES (SALT LAKE CITY UT)
UT
01/11/2011 - 02/17/2011
WADDELL & REED, INC. (SALT LAKE CITY UT)
UT
01/20/2009 - 02/26/2010
AMERIPRISE FINANCIAL SERVICES, INC. (SALT LAKE CITY UT)
UT
02/02/2006 - 07/26/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SOUTH JORDAN UT)
MN
08/26/2002 - 12/14/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/26/2002 - 12/14/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure William Loertscher is the right advisor for you? Invested Better is here to help.
