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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Julius Boersma is a financial advisor with Valmark Advisers, Inc. William Julius Boersma has been in the financial industry for 15 years. William Julius Boersma has experience with First Heartland Capital, Inc., Jefferson Pilot Securities Corporation, Allmerica Investments, Inc., Ogilvie Security Advisors Corporation, and Cigna Financial Advisors, Inc.. William Julius Boersma is registered with the state of Michigan as both a broker and an investment advisor. William Julius Boersma is also registered as a broker in California, Florida, Illinois, Pennsylvania, Washington, and Wyoming.
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.
Strategic management for diversified investment portfolios.
Consulting
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
MI
08/30/2022 - Present
Valmark Advisers, Inc. (Grand Rapids MI)
MI
04/27/2007 - 11/02/2009
FIRST HEARTLAND CAPITAL, INC. (GRAND RAPIDS MI)
IN
11/07/2001 - 06/04/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
02/02/2000 - 12/31/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IL
11/21/1996 - 01/19/2000
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
PA
08/10/1993 - 11/21/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 08/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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