Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Vincent Reepmeyer is an investment advisor representative with Oppenheimer & Co. Inc. He has been active in the industry since February 1969 and has held registrations with various firms, including UBS Financial Services Inc. and Drexel Burnham Lambert Incorporated. William is registered to offer investment advice in several states, including Michigan, New Hampshire, and Texas. He holds several securities licenses, including Series 7, 9, 10, 24, 31, 4, 5, 15, 40, 53, 63 and 65. William is also a registered principal. He has experience in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. William's primary practice areas include portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NH
02/08/2010 - Present
Oppenheimer & Co. Inc. (MEREDITH NH)
MI
06/12/1989 - 02/05/2010
UBS FINANCIAL SERVICES INC. (TROY MI)
NA
01/10/1989 - 06/12/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
12/02/1988 - 01/01/1989
ILLINOIS COMPANY INVESTMENTS, INC.
NA
02/01/1979 - 12/17/1988
OBERWEIS SECURITIES, INC.
NA
11/15/1971 - 08/13/1979
OLDE & CO., INCORPORATED
NA
02/18/1969 - 12/29/1971
KIDDER, PEABODY & CO., INCORPORATED
IA
Issued 08/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/01/1972
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 02/16/1966
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Reepmeyer is the right advisor for you? Invested Better is here to help.
