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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Staples is a financial advisor with TLG Advisors, Inc., a registered investment advisor firm headquartered in Littleton, Colorado. William has been in the financial services industry since 2002, working with both individuals and institutions. William offers a variety of services, including financial planning, portfolio management, and pension consulting. He also provides placement of institutional funds and educational seminars. William is a Series 6 and Series 65 licensed advisor. In addition to TLG Advisors, Inc., William also works with William Staples Insurance & Financial Services, Inc., a licensed insurance agency.
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.
Placement of institutional funds
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
CO
09/21/2020 - Present
TLG Advisors, Inc. (LITTLETON CO)
MD
05/21/2002 - 07/01/2020
NATIONWIDE SECURITIES, LLC (SALISBURY MD)
IA
Issued 09/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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