Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Wike is an investment advisor representative of Austin Asset. William has been in the financial industry since August 2011. William is a Certified Financial Planner and holds Series 7, 63 and 65 licenses. William has experience providing financial planning, portfolio management services for individuals and businesses. William also provides advisory services for high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.
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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TX
07/09/2012 - Present
Austin Asset (AUSTIN TX)
TX
08/31/2011 - 02/10/2012
AMERITAS INVESTMENT CORP. (AUSTIN TX)
BC
Issued 10/13/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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