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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sydor is a financial advisor with Householder Group Estate & Retirement Specialists, an independent investment advisor firm, providing financial advice and investment management services for individuals and families, businesses, and charitable organizations. William Sydor has been in the financial services industry since 1990, specializing in retirement planning, wealth management, and estate planning strategies.
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.
Portion of third party manager fees
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2
WA
11/20/2013 - Present
Householder Group Estate & Retirement Specialists (TACOMA WA)
WA
05/28/2009 - 11/08/2013
SECURITIES SERVICE NETWORK, INC. (TACOMA WA)
WA
01/05/2007 - 05/29/2009
SAGEPOINT FINANCIAL, INC. (TACOMA WA)
WA
05/30/2006 - 08/07/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
WA
07/08/2002 - 01/09/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (KIRKLAND WA)
NE
05/10/2001 - 06/25/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
KS
08/06/1998 - 02/12/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
SC
01/30/1997 - 05/22/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
06/23/1988 - 07/12/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 03/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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