Unclaimed
William Krempa is a financial advisor with over 30 years of experience in the industry. William is currently registered with Krempa Associates Inc. and Cambridge Investment Research Advisors, Inc. William has a strong background in investment management and provides financial planning and advisory services to individuals. William has a broad range of experience, having previously worked with Hornor, Townsend & Kent, Inc., Washington Square Securities, Inc., and ReliaStar Financial Marketing Corp. William holds multiple licenses and certifications, including the Series 6, 7, 24, 63, 65 and SIE exams. William is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 24, 63, and 65 licenses.
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.
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.
1
2
PA
03/04/1998 - Present
Krempa Associates Inc. (FOUNTAINVILLE PA)
PA
12/01/1999 - 09/01/2006
HORNOR, TOWNSEND & KENT, INC. (FOUNTAINVILLE PA)
CT
07/12/1995 - 12/03/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
09/04/1990 - 10/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
IA
Issued 12/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 07/17/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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