Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jenkins is a financial advisor with over 20 years of experience in the industry. He is currently registered with CG Advisory Services and holds licenses in Michigan. William's previous roles include positions with INVEST FINANCIAL CORPORATION, MICHIGAN SECURITIES, INC., RIVER CAPITAL MARKETS, LLC, MML INVESTORS SERVICES, INC., G. R. PHELPS & CO., INC., and CIGNA SECURITIES, INC. William is committed to providing comprehensive financial planning and investment advice to individuals, businesses, and charitable organizations. William has a strong track record of success and is dedicated to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
01/01/2025 - Present
CG Advisory Services (WILLIAMSTON MI)
MI
06/25/2010 - 08/12/2013
INVEST FINANCIAL CORPORATION (TROY MI)
MI
03/01/2010 - 06/28/2010
MICHIGAN SECURITIES, INC. (TROY MI)
MI
01/31/2007 - 03/07/2008
RIVER CAPITAL MARKETS, LLC (BLOOMFIELD HILLS MI)
MI
03/01/1996 - 07/10/2006
MML INVESTORS SERVICES, INC. (TROY MI)
NA
02/02/1989 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
10/16/1985 - 02/14/1989
CIGNA SECURITIES, INC.
BC
Issued 10/18/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/23/1993
Series 24 - General Securities Principal Examination
BC
Issued 09/04/1990
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/27/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/27/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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