Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John Sefcik is a registered Investment Advisor Representative with Global View Capital Management LLC. William has been in the financial services industry since 2007 and has a Series 6, Series 22, Series 63, and Series 65 licenses. William also has experience with World Group Securities, Inc., The Strategic Financial Alliance, Inc., and Purshe Kaplan Sterling Investments. William is a Certified Public Accountant and provides tax planning and preparation services to individuals 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.
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
UT
01/06/2014 - Present
Global View Capital Management LLC (PLEASANT GROVE UT)
UT
01/16/2014 - 09/05/2014
PURSHE KAPLAN STERLING INVESTMENTS (PLEASANT GROVE UT)
UT
11/09/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (PLEASANT GROVE UT)
UT
08/06/2009 - 11/09/2010
WORLD GROUP SECURITIES, INC. (DRAPER UT)
UT
10/23/2007 - 08/20/2008
WORLD GROUP SECURITIES, INC. (LEHI UT)
IA
Issued 01/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2013
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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