Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Waltz is a financial advisor currently registered with Centaurus Financial, Inc. William has been in the industry since 1986 and has held various roles at different firms. William's experience includes working with individuals and corporations providing financial planning, pension consulting, and portfolio management.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/24/2004 - Present
Centaurus Financial, Inc. (RANCHO MISSION VIEJO CA)
AZ
02/14/2002 - 03/30/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
09/23/1999 - 02/20/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MA
12/14/1989 - 10/06/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
12/14/1989 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CA
08/24/1989 - 12/06/1989
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
10/22/1987 - 05/19/1989
VANGUARD FINANCIAL GROUP, INC.
NA
08/07/1986 - 10/20/1987
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
BOTH
Issued 10/19/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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