Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lazar is an investment advisor representative with Rehmann Wealth. William has been in the industry since 2012. William is licensed to provide investment advice in Florida and Michigan and has a Series 65 registration. William also holds the SIE exam. William's office is located in Lansing, Michigan. William has experience providing financial planning, pension consulting and selection of other advisors.
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.
Servicing fees from custodians
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2
MI
04/02/2024 - Present
Rehmann Wealth (LANSING MI)
IA
Issued 01/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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