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 Leugers is a financial advisor with UBS Financial Services Inc. with over 50 years of experience in the industry. William has held previous roles at McDonald Investments Inc., Gradison & Company Incorporated, Prescott, Ball & Turben and Vercoe & Company, Inc. William is a registered representative in Ohio and New Hampshire. He is also licensed to conduct investment advisory business in Ohio. William specializes in providing a variety of financial services including financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
OH
02/09/2007 - Present
UBS Financial Services Inc. (CINCINNATI OH)
OH
10/04/1991 - 02/09/2007
MCDONALD INVESTMENTS INC. (CINCINNATI OH)
NA
05/05/1969 - 10/04/1991
GRADISON & COMPANY INCORPORATED
NA
05/16/1974 - 01/02/1975
PRESCOTT, BALL & TURBEN
NA
09/28/1970 - 07/29/1974
VERCOE & COMPANY, INC.
IA
Issued 01/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/1980
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1980
Series 41 - NYSE Allied Member Examination
BC
Issued 11/22/1977
PC - AMEX Put and Call Exam
BC
Issued 05/05/1969
Series 000 - General Securities Principal Examination
BC
Issued 05/05/1969
Series 1 - Registered Representative Examination
Active
Inactive
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