Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Becker is a financial advisor with over 20 years of experience in the industry. William has been a registered representative and Investment Advisor Representative at various firms including UBS Financial Services Inc., Wells Fargo Advisors Financial Network, LLC, and Kestra Investment Services LLC. William is currently with Kestra Advisory Services, LLC, and is registered to provide investment advisory services in Florida, Pennsylvania, and Texas. William is also a registered representative in Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Massachusetts, Michigan, Nevada, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and Washington. William specializes in providing financial planning and portfolio management services to individuals, businesses, and institutional clients. William has extensive experience in various financial areas, including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. William's commitment to helping clients achieve their financial goals is evident in his dedication to providing personalized financial advice.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/09/2022 - Present
Kestra Advisory Services, LLC (Mars PA)
PA
12/02/2015 - 11/14/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MARS PA)
PA
04/16/2010 - 12/11/2015
UBS FINANCIAL SERVICES INC. (CANONSBURG PA)
PA
12/13/1999 - 05/03/2010
MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)
IA
Issued 11/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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