Unclaimed
William Considine is a financial advisor with Ameriprise Financial Services, LLC. William has been in the financial services industry for over 20 years. William has a strong background in financial planning and portfolio management. William is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Asset allocation services
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
MN
04/19/2021 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
CO
04/24/2003 - 06/01/2004
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NY
01/20/2000 - 03/20/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
05/05/1997 - 04/14/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
06/13/1996 - 08/27/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 08/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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