Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Victor Werner is a financial professional with over 10 years of experience in the industry. William is currently registered with LPL Financial LLC in Luxemburg, WI. Previously, William was registered with SAGEPOINT FINANCIAL, INC. William is licensed to offer securities and investment advisory services in Alaska, Arizona, Florida, Minnesota, New Mexico, Utah, and Wisconsin. William specializes in offering financial planning, consulting, and other non-discretionary advisory services, as well as portfolio management for businesses and 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
10/20/2022 - Present
LPL Financial LLC (LUXEMBURG WI)
WI
11/16/2012 - 11/30/2018
SAGEPOINT FINANCIAL, INC. (LUXEMBURG WI)
BC
Issued 10/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Werner is the right advisor for you? Invested Better is here to help.
