Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Landenberger is an active advisor, registered with Avantax Advisory Services in Phoenix, Arizona. William has been in the financial services industry since 1976. William is also registered with the state of Arizona, Massachusetts. William has passed the Series 1, Series 7TO, Series 66, and SIE exams. William offers financial planning, portfolio management, and other advisory services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AZ
08/29/2012 - Present
Avantax Advisory Services (PHOENIX AZ)
GA
03/01/2010 - 12/31/2011
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
MA
04/14/1997 - 12/31/2009
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
09/18/1986 - 10/11/1996
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NA
07/24/1984 - 09/17/1986
MHA FINANCIAL CORP
NA
05/22/1984 - 07/13/1984
COMMONWEALTH EQUITY SERVICES, INC.
NA
02/07/1980 - 05/21/1984
GAGE-WILEY & CO., INC.
NA
02/18/1977 - 12/07/1979
FINANCIAL CONSULTANTS, INC.
NA
10/07/1974 - 01/06/1976
FRANKLIN FINANCIAL SERVICES CORPORATION
BOTH
Issued 10/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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