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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 Colvett is an investment advisor representative with Grove Point Advisors, LLC, registered with the state of Michigan. William has been in the financial industry for over 20 years. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 63 and 65 licenses. He has also passed the SIE exam. William has extensive experience in portfolio management for individuals and businesses. He is also a financial planner. William's previous experience includes working at Fintegra, LLC and H. Beck, Inc. William is currently registered with Grove Point Advisors, LLC and Grove Point Investments, 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.
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MI
04/01/2021 - Present
Grove Point Advisors, LLC (Lake Orion MI)
MI
12/01/2009 - 07/21/2015
FINTEGRA, LLC (LAKE ORION MI)
MI
08/31/2009 - 12/03/2009
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (LAKE ORION MI)
MI
09/12/2005 - 04/13/2009
MONEY CONCEPTS CAPITAL CORP (LAKE ORION MI)
MN
03/17/2003 - 12/31/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
AZ
06/21/2002 - 12/31/2002
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
MA
01/01/2001 - 06/04/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/01/2001 - 06/04/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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