Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Landers is a financial advisor with Avantax Advisory Services in Teaneck, NJ. William has been in the financial services industry since 1993. William is registered to provide investment advisory services in 13 states including Arizona, Connecticut, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Texas, Utah and Virginia. William has a Series 6, 7, 63 and SIE license. William is also a Certified Financial Planner. In addition to Avantax Advisory Services, William is also associated with Avantax Insurance Agency, LLC and Clarion Tax & Wealth Strategies.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
05/18/2002 - Present
Avantax Advisory Services (TEANECK NJ)
BC
Issued 11/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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