Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henderson is an investment advisor representative associated with Global View Capital Management LLC. William is a licensed insurance agent and specializes in providing financial planning and investment advice. William has worked in the financial industry for over 30 years. William's experience includes working with both high-net-worth individuals and small businesses. William has also served as a consultant for Financial Aid 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/02/2014 - Present
Global View Capital Management LLC (WAUWATOSA WI)
WI
01/02/2014 - 03/13/2015
PURSHE KAPLAN STERLING INVESTMENTS (WAUKESHA WI)
WI
02/02/2011 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUKESHA WI)
GA
09/19/2008 - 10/11/2010
WORLD GROUP SECURITIES, INC. (DULUTH GA)
WI
12/04/2003 - 08/31/2006
WOODBURY FINANCIAL SERVICES, INC. (GREENDALE WI)
CO
03/07/2002 - 11/28/2003
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
01/03/1995 - 09/20/2001
WMA SECURITIES, INC. (DULUTH GA)
WI
11/10/1992 - 01/10/1995
PAVEK INVESTMENTS INC. (EAU CLAIRE WI)
GA
08/18/1989 - 11/19/1992
PFS INVESTMENTS INC. (DULUTH GA)
NA
05/24/1988 - 12/05/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
05/24/1988 - 12/05/1988
IDS LIFE INSURANCE COMPANY
NA
11/07/1984 - 05/11/1988
NATIONAL SELECTED SECURITIES CORP.
BOTH
Issued 12/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/6/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/13/2015
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 2/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/6/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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