Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Harrison is an investment advisor representative with Plante Moran Financial Advisors. William has been in the industry for 6 years and holds the Series 65 license. William's specialties include financial planning, portfolio management for individuals and businesses. William also holds the Certified Financial Planner designation. William is registered in Michigan.
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.
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.
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MI
05/17/2018 - Present
Plante Moran Financial Advisors (Grand Rapids MI)
IA
Issued 05/17/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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