Unclaimed
William Harrington is a financial advisor with over 30 years of experience. He is currently registered with Packerland Brokerage Services, Inc. William has experience working with individuals, businesses, and charitable organizations. He offers a variety of services including financial planning, pension consulting, and portfolio management. William is committed 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.
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.
1
2
WI
01/01/2025 - Present
Packerland Brokerage Services, Inc. (APPLETON WI)
WI
11/03/1998 - 05/04/2012
PACKERLAND BROKERAGE SERVICES, INC. (MANITOWOC WI)
WI
05/21/1996 - 11/04/1998
SII INVESTMENTS, INC. (APPLETON WI)
WI
01/22/1996 - 06/05/1996
GERARD ASSET MANAGEMENT, LTD. (MENOMONEE FALLS WI)
NE
03/26/1990 - 02/21/1991
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
NE
08/29/1989 - 03/06/1990
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
NA
11/21/1988 - 05/08/1989
NORTH AMERICAN MANAGEMENT, INC.
NA
04/28/1986 - 10/31/1988
PRUCO SECURITIES CORPORATION
BC
Issued 02/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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