Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Cangeme is a financial advisor with LPL Financial LLC. William has been in the financial industry since 2012 and is registered in 14 states. William specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and institutions. William is also a registered representative with CUNA Brokerage Services, Inc.
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.
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2
FL
05/19/2022 - Present
LPL Financial LLC (Bushnell FL)
FL
06/17/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (INVERNESS FL)
FL
02/14/2018 - 06/20/2019
LPL FINANCIAL LLC (CITRUS SPRINGS FL)
FL
04/24/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (INGLIS FL)
FL
10/20/2016 - 04/19/2017
MORGAN STANLEY (TAMPA FL)
FL
04/01/2015 - 04/07/2016
HORACE MANN INVESTORS, INC. (St. Petersburg FL)
FL
07/31/2014 - 03/19/2015
ALLSTATE FINANCIAL SERVICES, LLC (Land O Lakes FL)
FL
06/03/2013 - 07/31/2014
VALIC FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
11/27/2012 - 04/09/2013
FIRST COMMAND FINANCIAL PLANNING, INC. (TAMPA FL)
MO
06/20/2012 - 09/10/2012
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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