Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Eden is a financial professional with over 30 years of experience in the industry. William is currently registered with Trifound Advisory LLC. William has a strong background in various areas including insurance sales, and has held positions with firms such as Ridgeway & Conger, Inc., First Independent Financial Services, Inc., USAllianz Securities, Inc., and Franklin Financial Services Corporation. William holds Series 6, 63, 22, and 65 licenses and provides financial planning, educational seminars, and portfolio management services to 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of assets under advisement
1
2
AR
10/22/2021 - Present
Trifound Advisory LLC (Fort Smith AR)
NY
07/02/2008 - 05/27/2010
RIDGEWAY & CONGER, INC. (NEW WOODSTOCK NY)
AR
01/17/2008 - 07/11/2008
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (FORT SMITH AR)
MN
04/02/2001 - 03/07/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
TX
07/19/1994 - 12/11/1996
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IN
02/15/1990 - 06/07/1994
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
FL
01/18/1985 - 12/05/1989
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NA
05/24/1982 - 02/04/1985
ST. PAUL INVESTORS, INC.
IA
Issued 06/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2001
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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