Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Merz is a financial advisor registered with U.S. Bancorp Investments, Inc. in Minneapolis, Minnesota. William has been in the financial services industry since May 20, 2011. Previously, William was employed by Piper Jaffray & Co. in Minneapolis, Minnesota. William has passed the Series 7, Series 66, and SIE exams. He specializes in the areas of portfolio management for individuals and businesses, financial planning, and publication of periodicals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
08/21/2013 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
MN
12/19/2003 - 03/21/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BOTH
Issued 01/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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