Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Theodore Karstenson is an investment advisor representative who has been active in the industry since 1992. William is currently registered with Ausdal Financial Partners, Inc. William has previously held positions at LINCOLN FINANCIAL SECURITIES CORPORATION, RE-DIRECT SECURITIES CORP, WASHINGTON SQUARE SECURITIES, INC., and NWNL MANAGEMENT CORPORATION. William holds a Series 63 and Series 65 state exam license, as well as a Series 6 and SIE product license. William's current firm, Ausdal Financial Partners, Inc., offers financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
09/11/2018 - Present
Ausdal Financial Partners, Inc. (PALATINE IL)
IL
06/12/2002 - 12/31/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (PALATINE IL)
IL
08/11/1997 - 05/10/2002
RE-DIRECT SECURITIES CORP (VILLA PARK IL)
CT
01/04/1995 - 12/31/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CT
08/18/1986 - 12/31/1989
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
IA
Issued 08/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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