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 Logue is a financial advisor with over 25 years of experience in the industry. William has a strong background in investments, financial planning, and insurance. He currently works with IC Advisory Services, Inc., which has a branch office in Mountainside, NJ. Previously, William was affiliated with INVEST FINANCIAL CORPORATION and LINCOLN FINANCIAL ADVISORS CORPORATION. William is a Certified Financial Planner and holds FINRA Series 7, 6, and 63 licenses. In addition to his work at IC Advisory Services, Inc., William is also involved with other business ventures including CLEAR FOCUS, LLC, a securities business, and CLEAR FOCUS LLC CONSULTING, a consulting company. William has a strong track record of providing comprehensive financial advice and services to individuals, families, businesses, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/07/2022 - Present
IC Advisory Services, Inc. (MOUNTAINSIDE NJ)
NJ
02/17/2009 - 12/06/2017
INVEST FINANCIAL CORPORATION (MOUNTAINSIDE NJ)
NJ
11/25/2003 - 02/19/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (EDISON NJ)
IN
11/25/2003 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
08/21/2002 - 12/01/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MN
07/01/2002 - 09/12/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
11/21/1997 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 05/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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