Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gomilla is a financial advisor with over 30 years of experience. William is registered with LPL Financial LLC and has been with the firm since 2000. Prior to that, William worked at M&I Brokerage Services, Inc. and Valley Securities, Inc. William holds the Series 7, Series 63, and Series 66 licenses. William is also a Certified Financial Planner. William's services include financial planning, investment management, and consulting. William works with a variety of clients, including individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
05/03/2000 - Present
LPL Financial LLC (WEST BEND WI)
WI
07/01/1994 - 05/02/2000
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
WI
01/20/1994 - 07/01/1994
VALLEY SECURITIES, INC. (APPLETON WI)
NA
05/26/1988 - 08/16/1988
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 11/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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