Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dicke is a financial advisor registered with SPC and has been in the industry since October 1987. William has been registered with the firm since October 2017. Prior to that, William was affiliated with National Planning Corporation and Mutual Service Corporation. William is licensed to provide financial services in 24 states. William has a strong background in 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.
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
TN
09/24/2018 - Present
SPC (Maryville TN)
OH
02/12/1999 - 10/04/2017
NATIONAL PLANNING CORPORATION (LIMA OH)
MA
10/07/1987 - 02/12/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 06/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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