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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 Kenneth Velekei is a financial advisor registered with Mariner Wealth. William Kenneth Velekei has been in the industry since 2015 and is registered in Pennsylvania and Texas. William Kenneth Velekei is also a Certified Financial Planner. William Kenneth Velekei's experience includes working at SGF Capital Management, LP, Corbenic Partners, LLC and Mariner Wealth Advisors. William Kenneth Velekei serves a variety of clients including high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, banking or thrift institutions, charitable organizations, insurance companies, pooled investment vehicles, other investment advisors, state or municipal government entities. William Kenneth Velekei specializes in financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, pension consulting, selection of other advisers, educational seminars, publication of periodicals, and family office 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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
PA
07/01/2022 - Present
Mariner Wealth (Bethlehem PA)
Active
Inactive
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