Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Herbst is a financial professional with over 20 years of experience in the industry. Currently registered with Equity Services, Inc., William provides financial planning, investment advice, and portfolio management services for individuals, corporations, and pension and profit-sharing plans. William has previously held positions at MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. William is also licensed in multiple states and holds the Series 6, Series 63, and SIE licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
10/25/2017 - Present
Equity Services, Inc. (COLCHESTER VT)
VT
09/19/2014 - 10/05/2017
MML INVESTORS SERVICES, LLC (COLCHESTER VT)
VT
07/13/2000 - 09/02/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLCHESTER VT)
WI
07/13/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 02/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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