Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stock is a financial advisor who has been in the industry since October 15, 2012. William is currently registered as a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. in Louisiana and Texas. William is a Chartered Financial Consultant. William is also an insurance agent with William Stock's Insurance Agency. William has experience in providing financial advice to individuals and investment companies. William has a Series 6, Series 63 and SIE license.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
LA
05/14/2024 - Present
State Farm Investment Management Corp. (Colfax LA)
BC
Issued 06/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Stock is the right advisor for you? Invested Better is here to help.
