Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lohrey is an investment advisor representative with Edelman Financial Engines. William holds the Series 65 license. William has experience in the financial services industry since 2013. Prior to joining Edelman Financial Engines, William has held positions at University of Connecticut, Ameritas Life Insurance Company, Cigna Life Insurance Company, New York Life Insurance GBS, Connecticut Wealth Management, LLC, and Financial Engines Advisors L.L.C.. William specializes in providing financial advice to individuals, high net worth individuals, corporations or other businesses, pension and profit sharing plans, charitable organizations, and other investment advisors. William is registered with the states of Connecticut and Texas. William works out of the Manchester, Connecticut office of Edelman Financial Engines.
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.
Set-up fees & related svcs; reimbursements for printed materials
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CT
02/22/2024 - Present
Edelman Financial Engines (Manchester CT)
IA
Issued 10/14/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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