Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Pickles is an investment advisor representative with Ameriprise Financial Services, LLC. William Pickles has over 25 years of experience in the financial services industry and has been registered with the Securities and Exchange Commission (SEC) since 1994. William Pickles is also registered as an investment advisor representative in 43 states and the District of Columbia. William Pickles previously worked at LPL Financial LLC, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, John Hancock Funds, LLC, and Raymond James & Associates, Inc. William Pickles specializes in retirement planning, college savings, and estate planning. William Pickles also offers asset allocation, financial planning, and portfolio management services.
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.
Asset allocation 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.
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2
WA
10/26/2018 - Present
Ameriprise Financial Services, LLC (Olympia WA)
WA
05/09/2007 - 11/08/2018
LPL FINANCIAL LLC (TACOMA WA)
KY
02/10/2003 - 05/22/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (LOUISVILLE KY)
IN
02/10/2003 - 05/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/29/2001 - 10/15/2002
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
FL
06/24/1994 - 06/20/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 03/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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