Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Rohwer is a financial advisor associated with LPL Financial LLC. William has been in the industry since February 5, 1999. William works in the FORT WAYNE, IN branch office of LPL Financial LLC, and has been registered in the state of Indiana since July 5, 2011. William also has a separate, current registration for the state of Texas, as well as other states in which he has a prior registration.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
IN
08/16/2024 - Present
LPL Financial LLC (FORT WAYNE IN)
IN
06/22/2010 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (FORT WAYNE IN)
IN
11/13/2009 - 06/07/2010
PNC INVESTMENTS (FORT WAYNE IN)
IN
08/20/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (FORT WAYNE IN)
IN
04/05/2001 - 08/23/2007
FIFTH THIRD SECURITIES, INC. (FORT WAYNE IN)
OH
05/14/1999 - 04/03/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
02/24/1999 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
MA
09/02/1993 - 10/04/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/02/1993 - 10/04/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 03/25/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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