Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cummings is a financial advisor currently working for TFO Family Office Partners in PHOENIX, Arizona. He provides financial planning, pension consulting and portfolio management services to high net worth individuals, charitable organizations and individuals other than high net worth clients. William also provides financial consulting services. Before joining TFO Family Office Partners, William worked as a financial advisor for UBS Financial Services Inc. in PHOENIX, Arizona. William is registered as an Investment Advisor Representative in Arizona and Texas. He holds the Series 7TO, Series 66 and SIE licenses and is a Certified Financial Planner.
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.
Family office services & financial consulting services
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.
Percentage of net worth
1
2
AZ
04/06/2022 - Present
TFO Family Office Partners (PHOENIX AZ)
AZ
10/03/2019 - 05/10/2021
UBS FINANCIAL SERVICES INC. (PHOENIX AZ)
BOTH
Issued 11/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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