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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Tennyson Sanders is a Registered Investment Advisor Representative with True North Advisors, LLC. William Sanders has worked in the financial services industry since 1999. William Sanders has held licenses with several firms including Quasar Distributors, LLC and Portfolio Brokerage Services, Inc. William Sanders is licensed to provide investment advice in Texas. William Sanders has several industry certifications including Series 6, Series 7, Series 63, and Series 65.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/17/2024 - Present
True North Advisors, LLC (DALLAS TX)
ME
08/03/2010 - 03/30/2012
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IL
02/09/2006 - 09/08/2006
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
NJ
12/15/2003 - 03/02/2004
PERSHING LLC (JERSEY CITY NJ)
PA
06/04/2002 - 12/15/2003
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
06/17/1999 - 07/24/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/17/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/24/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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