Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mark Saig is a financial advisor with over 16 years of experience in the industry. William is currently registered with World Equity Group, Inc. and is based in Bozeman, MT. William has a strong background in financial planning, pension consulting, and portfolio management. William has a proven track record of helping individuals, families, and businesses 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.
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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MT
06/03/2024 - Present
World Equity Group, Inc. (Bozeman MT)
IA
05/05/2022 - 07/17/2023
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
TN
03/17/2022 - 04/22/2022
PRUCO SECURITIES, LLC. (Franklin TN)
TN
03/12/2021 - 03/18/2022
ALLSTATE FINANCIAL SERVICES, LLC (MEMPHIS TN)
IN
06/26/2019 - 02/14/2020
FNEX CAPITAL, LLC (INDIANAPOLIS IN)
NY
10/19/2018 - 06/03/2019
FDX CAPITAL LLC (NEW YORK NY)
IN
08/27/2016 - 01/18/2017
APPLIED CAPITAL, LLC (INDIANAPOLIS IN)
WA
09/30/2013 - 04/08/2015
SYMETRA SECURITIES, INC. (BELLEVUE WA)
WA
04/25/2012 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
MO
02/22/2012 - 05/01/2012
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
NJ
04/17/2007 - 11/02/2010
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CT
06/01/2006 - 04/16/2007
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
IL
05/18/2005 - 06/01/2006
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
CA
11/19/2002 - 05/20/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
04/25/2001 - 03/25/2002
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
PA
03/30/2000 - 04/05/2001
DIRECTED SERVICES, INC. (WEST CHESTER PA)
DE
07/14/2000 - 09/05/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
IA
12/07/1999 - 02/10/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 12/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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