Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lillwitz is a financial advisor with over 25 years of experience. William is a Certified Financial Planner and has a strong background in providing financial advice to a wide range of clients. William is currently registered with Uhlmann Investment Management, LLC, and has previously worked at various firms including Forest Securities, Inc., Tradestation Securities, Inc., Edward Jones, and LaSalle Capital, LLC. William is licensed in multiple states and holds several FINRA licenses, including Series 7, Series 24, Series 27, Series 3, Series 34, and Series 63. William specializes in providing financial advice to individuals and families. William's experience and expertise make him a valuable resource for individuals seeking personalized financial guidance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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IL
01/19/2021 - Present
Uhlmann Investment Management, LLC (SKOKIE IL)
IL
01/02/2019 - 12/31/2019
FOREST SECURITIES,INC. (HILLSIDE IL)
IL
09/02/2016 - 12/31/2018
FOREST SECURITIES,INC. (HILLSIDE IL)
IL
09/06/2013 - 07/06/2016
TRADESTATION SECURITIES, INC. (CHICAGO IL)
AZ
09/14/2007 - 07/28/2009
EDWARD JONES (TEMPE AZ)
IL
09/06/2006 - 08/29/2007
LASALLE CAPITAL, L.L.C. (CHICAGO IL)
IL
12/05/2003 - 09/19/2006
MELVIN SECURITIES, L.L.C. (CHICAGO IL)
IL
06/05/2001 - 12/31/2003
MELVIN SPECIALISTS, L.L.C. (CHICAGO IL)
IL
04/02/1998 - 06/19/2000
MELVIN SECURITIES, L.L.C. (CHICAGO IL)
WI
02/15/1994 - 08/18/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
02/13/1989 - 01/24/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/13/1989 - 01/24/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2013
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 09/27/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/10/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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