Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Travis Maisano is a financial advisor with Truwealth Advisors, LLC. William has been working in the financial industry since 2017. William is registered to provide investment advice in Louisiana and Texas. William holds a Series 7 and Series 66 license. William previously worked with Purshe Kaplan Sterling Investments and Ameriprise Financial Services, LLC. William also has experience with the insurance industry and holds an insurance agent license. William is passionate about helping clients achieve their financial goals.
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.
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
LA
07/17/2020 - Present
Truwealth Advisors, LLC (METAIRIE LA)
LA
07/20/2020 - 04/18/2022
PURSHE KAPLAN STERLING INVESTMENTS (Metairie LA)
LA
02/06/2017 - 07/24/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Metairie LA)
BOTH
Issued 07/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure William Maisano is the right advisor for you? Invested Better is here to help.
