Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Overland is a financial advisor associated with LPL Financial LLC. William has been in the industry since 1987 and is registered with both the Securities and Exchange Commission (SEC) and the state of Iowa. William is a financial advisor who has a diverse range of experience in the financial services industry. He has worked for several firms throughout his career, and is currently registered in 27 states. William is also a board member of the City of Cedar Rapids and is actively involved in the community.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
05/10/2013 - Present
LPL Financial LLC (CEDAR RAPIDS IA)
IA
10/19/1998 - 06/08/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
NA
11/20/1992 - 10/26/1998
SECURITIES CORPORATION OF IOWA
IA
01/22/1991 - 10/26/1998
SECURITIES CORPORATION OF IOWA (CEDAR RAPIDS IA)
WI
08/24/1987 - 01/11/1991
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
IA
Issued 01/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1991
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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