Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Van ess is a financial advisor who has been in the industry since 1989. William has held registrations with several firms, including Guardian Investor Services Corporation, Elan Investment Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. William is currently a registered representative with Packerland Brokerage Services, Inc. in Green Bay, WI. William holds Series 6, 7 and 63 securities licenses, as well as the SIE exam, and is also a Certified Financial Planner and Chartered Financial Consultant. William provides a range of financial services, including financial planning, portfolio management, and pension consulting.
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.
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
WI
06/08/1998 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
NY
05/23/1994 - 08/26/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
01/08/1991 - 06/10/1994
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
MA
05/23/1989 - 01/04/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/23/1989 - 01/04/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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