Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kobyljanec is an Investment Advisor Representative at Objective Capital Management, LLC. William has been in the industry since 1985 and has been registered with the state of Ohio as an Investment Advisor Representative since 2015. William has a Series 22 license. William is a CPA and a consultant in addition to being an investment advisor. William specializes in providing financial planning and portfolio management services to individuals. William is licensed to offer advisory services in Ohio.
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.
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.
A percentage of the total value of assets under management is charged.
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OH
10/26/2015 - Present
Objective Capital Management, LLC (PEPPER PIKE OH)
NA
10/19/1987 - 12/31/1988
VESTAX SECURITIES CORPORATION
NA
06/11/1985 - 12/15/1986
VESTAX SECURITIES CORPORATION
BC
Issued 05/31/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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