Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Arthur is an investment advisor representative with over 25 years of experience in the financial services industry. William is registered with Valmark Advisers, Inc. and Focus ON Success, LLC and offers a variety of financial services including investment advice, financial planning and retirement planning. William's specialties include investment management for individuals, businesses, and investment companies. William is also a licensed insurance agent.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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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2
KY
09/10/2021 - Present
Valmark Advisers, Inc. (FORT MITCHELL KY)
OH
01/08/2007 - 02/01/2010
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
OH
06/30/2006 - 11/09/2006
AMERITAS INVESTMENT CORP. (CINCINNATI OH)
OH
04/16/1997 - 06/30/2006
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 04/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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