Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henderson is a financial advisor with over 30 years of experience in the industry. William currently works with Global View Capital Management LLC and has been associated with the firm since January 2014. William also has experience working with other firms, including PURSHE KAPLAN STERLING INVESTMENTS, THE STRATEGIC FINANCIAL ALLIANCE, INC., WORLD GROUP SECURITIES, INC., WOODBURY FINANCIAL SERVICES, INC., UNITED SECURITIES ALLIANCE, INC., WMA SECURITIES, INC., PAVEK INVESTMENTS INC., PFS INVESTMENTS INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, and NATIONAL SELECTED SECURITIES CORP.. William is registered to provide investment advisory services in Wisconsin. In addition to his work with Global View Capital Management LLC, William also works with Global View Capital Advisors LLC and EXPERIOR FINANCIAL GROUP, INC. providing financial advice and insurance services. William holds Series 7, Series 6, Series 22, Series 63 and Series 66 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/02/2014 - Present
Global View Capital Management LLC (WAUWATOSA WI)
WI
01/02/2014 - 03/13/2015
PURSHE KAPLAN STERLING INVESTMENTS (WAUKESHA WI)
WI
02/02/2011 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUKESHA WI)
GA
09/19/2008 - 10/11/2010
WORLD GROUP SECURITIES, INC. (DULUTH GA)
WI
12/04/2003 - 08/31/2006
WOODBURY FINANCIAL SERVICES, INC. (GREENDALE WI)
CO
03/07/2002 - 11/28/2003
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
01/03/1995 - 09/20/2001
WMA SECURITIES, INC. (DULUTH GA)
WI
11/10/1992 - 01/10/1995
PAVEK INVESTMENTS INC. (EAU CLAIRE WI)
GA
08/18/1989 - 11/19/1992
PFS INVESTMENTS INC. (DULUTH GA)
NA
05/24/1988 - 12/05/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
05/24/1988 - 12/05/1988
IDS LIFE INSURANCE COMPANY
NA
11/07/1984 - 05/11/1988
NATIONAL SELECTED SECURITIES CORP.
BOTH
Issued 12/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/06/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
Not sure William Henderson is the right advisor for you? Invested Better is here to help.
