Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Meacham is an experienced financial advisor, having been in the industry since 2003. William has a broad range of experience, having worked with Ameriprise Financial Services, Inc., Investment Professionals, Inc., and Primevest Financial Services, Inc. William is currently affiliated with SPC. William holds Series 7, Series 24, Series 63 and Series 66 licenses and holds licenses in Arizona, Texas and Wyoming. William offers a range of services including financial planning, consultation services, portfolio management for individuals and businesses, and educational seminars.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
01/31/2020 - Present
SPC (ANN ARBOR MI)
TX
06/22/2018 - 02/10/2020
AMERIPRISE FINANCIAL SERVICES, INC. (Victoria TX)
TX
03/12/2008 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (Victoria TX)
TX
10/22/2002 - 10/02/2007
PRIMEVEST FINANCIAL SERVICES, INC. (VICTORIA TX)
BOTH
Issued 06/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure William Meacham is the right advisor for you? Invested Better is here to help.
