Unclaimed
William Timothy Langlois is a financial advisor with Thrivent Investment Management Inc. in Minneapolis, MN. William has been in the industry since September 7, 2008. Previously, William was registered with U.S. BANCORP INVESTMENTS, INC. in Saint Paul, MN and RBC CAPITAL MARKETS, LLC in St. Paul, MN. William is licensed to provide financial advice in Minnesota. William's services include financial planning and portfolio management for individuals.
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.
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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2
MN
03/21/2019 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
10/01/2012 - 02/13/2019
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
07/13/2007 - 09/08/2011
RBC CAPITAL MARKETS, LLC (ST. PAUL MN)
BOTH
Issued 09/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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