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 Hubbard is a financial professional with over 20 years of experience in the industry. William is currently registered with World Equity Group, Inc. William has previously been registered with ALLSTATE FINANCIAL SERVICES, LLC, PRUCO SECURITIES, LLC. and SOUTHMARK FINANCIAL SERVICES, INC. William holds Series 6, 7, 26, 63 and 65 licenses and has a SIE designation. William is also registered to conduct business in Hawaii, New York and Washington.
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.
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2
WA
02/07/2022 - Present
World Equity Group, Inc. (BREMERTON WA)
WA
04/21/2004 - 02/16/2022
ALLSTATE FINANCIAL SERVICES, LLC (PORT TOWNSEND WA)
NJ
02/11/2002 - 03/22/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NA
06/30/1982 - 12/28/1984
SOUTHMARK FINANCIAL SERVICES, INC.
IA
Issued 04/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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