Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Martin Witte is a financial professional with over 20 years of experience in the industry. Witte is currently registered with LPL Financial LLC and has a Series 7, Series 66 and SIE license. Witte has held previous positions with Investment Centers of America, Inc. and Ameriprise Financial Services, Inc. Witte is active in the real estate market and provides financial services to individuals, corporations, and other businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
12/13/2017 - Present
LPL Financial LLC (MOORESVILLE IN)
IN
11/13/2017 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (MOORESVILLE IN)
IN
11/01/2017 - 11/15/2017
AMERIPRISE FINANCIAL SERVICES, INC. (GREENWOOD IN)
IN
12/08/2000 - 11/02/2017
INVESTMENT CENTERS OF AMERICA, INC. (MOORESVILLE IN)
BOTH
Issued 11/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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