Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Neumann Thomas has been working in the financial industry for over 13 years. William is currently registered with U.S. Bancorp Investments, Inc. in Des Moines, IA, and is licensed to provide investment advice in 25 states. Prior to joining U.S. Bancorp Investments, Inc., William was with Edward Jones in Polk City, IA. William specializes in providing financial advice and portfolio management services to high net worth 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IA
03/27/2013 - Present
U.s. Bancorp Investments, Inc. (Des Moines IA)
IA
05/21/2010 - 03/28/2013
EDWARD JONES (POLK CITY IA)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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