Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Keith Padek is a financial advisor with over 30 years of experience in the industry. William is currently registered with LPL Financial LLC and Centerpoint Advisory Group, LLC. William holds Series 7, 63, 65, 39, 6TO and SIE licenses and is registered in several states including California, Colorado, Florida, Georgia, Illinois, Kansas, Massachusetts, Missouri, New Mexico, North Carolina, Oklahoma, Pennsylvania, Tennessee, Texas, and Washington. William provides various financial services including financial planning, portfolio management, and investment advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
07/30/2018 - Present
LPL Financial LLC (OVERLAND PARK KS)
MA
12/10/1994 - 06/03/2002
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
NJ
08/03/1992 - 08/12/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
07/22/1994 - 12/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
AR
06/10/1993 - 07/01/1994
STEPHENS INC. (LITTLE ROCK AR)
NA
06/19/1987 - 10/08/1991
GEODYNE SECURITIES, INC.
NA
09/16/1985 - 11/05/1985
MCNEIL SECURITIES CORPORATION
NA
10/09/1984 - 08/12/1985
UNIT SECURITIES, INC.
NA
07/20/1983 - 08/24/1984
ROTAN MOSLE INC.
IA
Issued 03/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1987
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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