Unclaimed
William Orchard-haysiii is an investment advisor representative at HBW Advisory Services LLC. William has been working in the financial services industry since 1990 and has a wide range of experience in investment advisory, financial planning, and insurance. William offers a variety of services to individuals and small businesses, including portfolio management, financial planning, and insurance products. William is also a registered representative with FINRA and is licensed to sell securities in multiple states. William is committed to providing his clients with personalized advice and guidance to help them 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.
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
05/05/2017 - Present
HBW Advisory Services LLC (SIMI VALLEY CA)
NC
01/30/2006 - 06/29/2017
HBW SECURITIES LLC (DURHAM NC)
AZ
06/24/2005 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
GA
04/05/2004 - 05/20/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
CT
01/01/2004 - 03/26/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
10/17/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IL
04/20/2000 - 08/15/2001
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
OH
01/01/2000 - 04/17/2000
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
04/13/1998 - 01/01/2000
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
MA
08/01/1994 - 04/06/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
WI
11/15/1990 - 04/21/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 12/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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