Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Vernon Rowe is a financial advisor with Founders Financial Securities LLC. William has been in the financial services industry since 2001 and has experience working with a variety of clients including high-net-worth individuals, corporations, and pension plans. William is registered to provide investment advice in multiple states. He holds several industry licenses, including Series 6, 62, 63, and 6TO. William provides a variety of financial services, including portfolio management, financial planning, and selection of other advisers.
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.
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
OH
01/09/2023 - Present
Founders Financial Securities LLC (Dayton OH)
OH
11/01/2013 - 07/14/2014
CAPITAL CITY SECURITIES, LLC (POWELL OH)
OH
08/18/2008 - 10/25/2011
SIGNATOR INVESTORS, INC. (CENTERVILLE OH)
OH
07/21/2006 - 06/03/2008
CAPITAL FINANCIAL SERVICES, INC. (CENTERVILLE OH)
OH
10/15/2001 - 07/14/2006
NYLIFE SECURITIES INC. (CENTERVILLE OH)
BC
Issued 04/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Rowe is the right advisor for you? Invested Better is here to help.
