Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michael Krzesinski has been in the financial services industry for over 28 years. William is a registered representative of Cambridge Investment Research Advisors, Inc. and provides financial planning and advisory services to individuals, families, and businesses. He has extensive experience in helping clients with a variety of financial needs, including retirement planning, college savings, investment management, and estate planning. William is committed to providing personalized financial advice and helping clients reach 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NH
11/27/2023 - Present
Cambridge Investment Research Advisors, Inc. (Concord NH)
MA
12/01/2006 - 12/31/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (LAWRENCE MA)
NH
06/06/2003 - 12/04/2006
GENEOS WEALTH MANAGEMENT, INC. (SALEM NH)
CO
06/11/1998 - 06/06/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MN
03/25/1997 - 06/18/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
CO
03/15/1995 - 03/26/1997
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MA
07/25/1994 - 03/16/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/25/1994 - 03/16/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 02/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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