Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sauer Sloneker is an investment advisor representative with Cincinnati Asset Management Inc. located in Cincinnati, Ohio. William has been in the industry since March 1989. William has a Series 65 and Series 2 license. Cincinnati Asset Management Inc. provides advisory services to individuals, businesses, corporations, state or municipal government entities, charitable organizations, pension and profit-sharing plans, insurance companies and high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/31/1994 - Present
Cincinnati Asset Management Inc. (CINCINNATI OH)
IA
Issued 12/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1993
Series 2 - Non-Member General Securities Examination
Active
Inactive
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