Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lloyd Mixdorf is a financial advisor registered with Commonwealth Financial Network, and has been in the financial industry since 1990. William has licenses in 13 states including Texas. William has a Series 7, Series 6, and Series 22 license as well as a Series 63. William holds a Certified Financial Planner designation. The advisor's firm, Commonwealth Financial Network, is a financial advisor firm based in Waltham, MA. Commonwealth Financial Network has approximately 623,075 total accounts and is a registered investment advisor. William is also a fixed insurance agent with a firm based in Plano, TX.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/29/2010 - Present
Commonwealth Financial Network (PLANO TX)
TX
10/12/1992 - 02/09/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (PLANO TX)
MA
03/19/1992 - 11/04/1992
CAMBRIDGE-NEWPORT COMPANY, INC. (SPRINGFIELD MA)
VT
04/09/1991 - 03/18/1992
EQUITY SERVICES, INC. (MONTPELIER VT)
TX
04/12/1990 - 04/01/1991
DOMINION CAPITAL CORPORATION (DALLAS TX)
BC
Issued 04/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/10/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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