Unclaimed
William P Jensen is an investment advisor representative at Acadia Financial Services, LLC. William is a Certified Financial Planner with experience in the financial services industry. William's areas of specialization include financial planning, portfolio management for individuals, and publication of periodicals. William is registered with the state of Virginia and Maryland.
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.
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.
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VA
06/10/2020 - Present
Acadia Financial Services, LLC (FAIRFAX STATION VA)
IA
Issued 12/15/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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