Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Elger is a registered investment advisor representative with SPC. William has been in the industry since 2007 and is registered in multiple states. William has held previous positions with Securities America, Inc., Equity Services, Inc. and Edward Jones. In addition to financial planning, William specializes in consulting services, educational seminars and the selection of other advisors.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
05/01/2020 - Present
SPC (ANN ARBOR MI)
OH
08/22/2019 - 05/01/2020
SECURITIES AMERICA, INC. (COLUMBUS OH)
OH
03/22/2016 - 08/23/2019
EQUITY SERVICES, INC. (WESTERVILLE OH)
CA
11/06/2007 - 03/17/2016
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
OH
08/09/2007 - 10/25/2007
EDWARD JONES (LEWIS CENTER OH)
BOTH
Issued 08/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure William Elger is the right advisor for you? Invested Better is here to help.
