Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam L. Collingbourne is a financial advisor with Edward Jones. William has been in the financial services industry since 2012. William is registered with the state of Illinois as a broker-dealer and investment advisor. William holds the Series 6, 7, 63, 65 and 66 licenses and also has the Securities Industry Essentials Examination (SIE). William has experience working with a variety of clients, including individuals, families, and businesses. Previously, William worked at Thrivent Investment Management Inc.
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.
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.
See schedule d - miscellaneous
1
2
IL
03/16/2020 - Present
Edward Jones (LAKE BARRINGTON IL)
IL
11/09/2012 - 01/14/2020
THRIVENT INVESTMENT MANAGEMENT INC. (UNION IL)
BOTH
Issued 03/03/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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