Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Tickle is a financial advisor registered with Ballentine Partners, LLC in Waltham, Massachusetts. William holds a Series 65 license and is also a Chartered Financial Analyst. William has been with the firm since January 2011 and has over 13 years of experience in the financial services industry. William has been registered with the state of Massachusetts since February 23, 2010, and with the state of New Hampshire since October 23, 2024. William is an investment committee member for several organizations including the Wright Museum, Wolfeboro Area Children's Center and the Circle Program.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Project fees
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MA
10/23/2024 - Present
Ballentine Partners (WALTHAM MA)
IA
Issued 09/29/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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