Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mackenzie Davis is a financial advisor associated with Forum Financial Management, LP. William has been with the firm since January 2015. William holds the Series 65 license, which allows him to provide investment advice to individuals and institutions. William is also a Certified Financial Planner. In addition to his role at Forum Financial Management, LP, William is also the treasurer of the Lake Eleanor Estates Homeowners' Association.
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.
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.
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IL
02/25/2019 - Present
Forum Financial Management, LP (LOMBARD IL)
IA
Issued 10/30/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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