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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mark Buchband is a financial advisor with Cresset Asset Management, LLC. William Mark Buchband has been in the industry since 1997 and has experience with several financial institutions, including J.P. Morgan Securities LLC and LaSalle Financial Services, Inc. William Mark Buchband is licensed to provide financial services in Illinois and Texas. William Mark Buchband holds the Series 63, Series 66, Series 7, and SIE licenses and has earned the Chartered Financial Analyst designation.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
05/25/2021 - Present
Cresset Asset Management, LLC (CHICAGO IL)
IL
10/01/2008 - 12/13/2017
J.P. MORGAN SECURITIES LLC (NORTHBrook IL)
IL
07/06/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
06/13/2001 - 06/01/2007
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
02/01/1999 - 08/18/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
12/10/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
BOTH
Issued 08/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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