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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 Ekren has been in the financial industry since 1987. Currently, William Ekren is registered with Edward Jones as an Investment Advisor Representative. William Ekren has a Series 7, 31, and SIE, and passed the Series 63 and 65 exams. William Ekren has been registered with Edward Jones since 2009 and worked at RBC Capital Markets Corporation, Sutro & Co. Incorporated, PaineWebber Incorporated, Birr Wilson, Inc., and BWS, Inc. in the past. William Ekren is registered in 23 states. William Ekren primarily serves individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. William Ekren has expertise in financial planning and portfolio management, for both individuals and businesses. William Ekren also provides selection of other advisors and pension consulting.
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
CA
01/17/2019 - Present
Edward Jones (ROHNERT PARK CA)
MT
03/09/2002 - 05/08/2009
RBC CAPITAL MARKETS CORPORATION (MISSOULA MT)
CA
11/03/1997 - 03/09/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NJ
08/03/1988 - 11/25/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
07/26/1988 - 08/13/1988
BIRR WILSON, INC.
NA
11/25/1987 - 08/09/1988
BWS, INC.
IA
Issued 01/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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