Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Floros is an investment advisor representative at Empower Advisory Group, LLC, a Registered Investment Advisor headquartered in Greenwood Village, Colorado. William has a diverse background in the financial services industry, having previously worked with LPL Financial LLC and Morgan Stanley. William is a Series 66, Series 7 and SIE licensed financial professional with a proven track record of delivering personalized financial advice and portfolio management strategies.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CA
12/07/2020 - 03/16/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
MO
04/28/2017 - 11/13/2020
MORGAN STANLEY (CLAYTON MO)
BOTH
Issued 05/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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