Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Keegan Rathkamp is a financial advisor registered with Cadaret, Grant & CO., Inc. in Chillicothe, OH. William has been in the industry since 2009. William is also a licensed insurance agent through Rathkamp Financial Inc. and provides tax preparation services through the same business. William is a registered representative of Cadaret, Grant & CO., Inc. and holds the Series 6, 7, 63, and 65 securities licenses. William specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. In the past, William has been affiliated with VOYA Financial Advisors, Inc. and LPL FINANCIAL LLC.
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.
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.
1
2
OH
05/19/2022 - Present
Cadaret, Grant & CO., Inc. (Chillicothe OH)
OH
10/01/2020 - 06/17/2022
LPL FINANCIAL LLC (CHILLICOTHE OH)
OH
08/29/2014 - 10/06/2020
VOYA FINANCIAL ADVISORS, INC. (Chillicothe OH)
OH
06/01/2009 - 08/29/2014
CETERA ADVISORS LLC (CHILLICOTHE OH)
IA
Issued 12/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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