Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Amsden is a financial advisor with over six years of experience in the industry. William is currently registered with Principal Securities, Inc. in both Oregon and Texas. William's previous employment includes New York Life Securities, LLC, Transamerica Financial Advisors, Inc., and Country Capital Management Company. William is a Series 6 and 63 licensed advisor and has passed the SIE and Series 65 exams. William has a diverse background and offers a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals. William's clients include high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. William is committed to providing his clients with personalized financial advice to help them 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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
OR
08/08/2024 - Present
Principal Securities, Inc. (PORTLAND OR)
OR
02/21/2019 - 07/09/2024
NYLIFE SECURITIES LLC (PORTLAND OR)
OR
01/05/2019 - 01/28/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (PORTLAND OR)
OR
06/09/2016 - 01/18/2017
COUNTRY CAPITAL MANAGEMENT COMPANY (Beaverton OR)
IA
Issued 08/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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