Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Karlin is an investment advisor representative with NFP Retirement Inc., a firm headquartered in Aliso Viejo, CA. William is registered in Texas as an Investment Advisor Representative. William has over 30 years of experience in the financial services industry. William specializes in providing retirement planning, financial planning, and investment management services to individuals and families. William is also a registered representative with NFP Securities. William is committed to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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
MD
11/03/2023 - Present
NFP Retirement Inc. (Bethesda MD)
MD
08/30/2010 - 03/31/2017
KESTRA INVESTMENT SERVICES, LLC (BETHESDA MD)
MD
02/03/1992 - 09/03/2010
MML INVESTORS SERVICES, INC. (BETHESDA MD)
IA
Issued 11/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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