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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Phillip Waddle is a registered investment advisor representative associated with Coordinated Capital Securities, Inc. William Phillip Waddle has been in the securities industry since 2014. William Phillip Waddle is registered in 21 states including Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Kansas, Maine, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Tennessee, Vermont, Washington, and Wisconsin. William Phillip Waddle has passed the Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination, General Securities Representative Examination, Investment Company Products/Variable Contracts Representative Examination, and Securities Industry Essentials Examination exams.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
10/30/2020 - Present
Coordinated Capital Securities, Inc. (KENOSHA WI)
BOTH
Issued 04/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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