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 Nagy is a financial advisor at Ameriprise Financial Services, LLC, with over 20 years of experience in the financial services industry. William holds Series 6, 7, 63, and 65 licenses and has a broad range of financial services expertise, including investment advisory, asset allocation services, financial planning, and portfolio management for individuals and businesses. William has served as a Director on the Board of Directors for Nagy, an independent company, and has been a member of Ameriprise Financial Services, LLC since 2020. William is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
IN
01/02/2020 - Present
Ameriprise Financial Services, LLC (Fort Wayne IN)
IN
09/14/1999 - 09/16/2019
MML INVESTORS SERVICES, LLC (MERRILLVILLE IN)
IA
Issued 04/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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