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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 Trcka is an investment advisor representative with World Investment Advisors, LLC. William has been in the industry since 2008 and is registered in Louisiana, Tennessee and Texas. William has passed the Series 63, 65, 66 and SIE exams. He is also a registered representative with the firm. Prior to joining World Investment Advisors, LLC, William was associated with Janus Henderson Distributors, Transamerica Capital, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is a graduate of the University of Colorado at Boulder.
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.
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.
1
2
TN
10/31/2023 - Present
World Investment Advisors, LLC (Brentwood TN)
CO
02/23/2011 - 12/26/2019
JANUS HENDERSON DISTRIBUTORS (DENVER CO)
CO
04/01/2009 - 12/03/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
04/25/2008 - 02/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
IA
Issued 02/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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