Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Pfeifer is a registered investment advisor representative and has been in the industry since 2008. William is currently registered with MML Investors Services, LLC and is active in 17 states. William has experience in working with a wide range of clients including high-net-worth individuals, corporations, and trusts. William specializes in providing financial planning, portfolio management, and asset allocation services. Prior to joining MML Investors Services, LLC, William was employed by MSI Financial Services, Inc., Capital Brokerage Corporation, and Charles Schwab & Co., 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.
Asset allocation programs
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.
Solicitors fees
1
2
AZ
02/24/2022 - Present
MML Investors Services, LLC (SCOTTSDALE AZ)
AZ
02/11/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TUCSON AZ)
VA
09/16/2010 - 01/25/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
AZ
09/17/2008 - 07/22/2010
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BC
Issued 09/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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