Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sisson is a financial professional with over 24 years of experience in the industry. William is currently registered with SPC, a firm that provides a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Prior to joining SPC, William was associated with Securities America, Inc. William is also an independent insurance agent and owner of Sisson Financial Services. He holds the Series 6, Series 63, and Series 65 securities licenses. William specializes in serving the needs of high-net-worth individuals, corporations, and charitable organizations.
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.
Consultation 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.
Seminar attendance fees
1
2
CO
01/25/2022 - Present
SPC (Grand Junction CO)
CO
11/14/2014 - 11/10/2020
SECURITIES AMERICA, INC. (GRAND JUNCTION CO)
CO
06/04/1997 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (GRAND JUNCTION CO)
IA
Issued 08/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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