Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Warren Wittler is a financial advisor registered with Ameritas Advisory Services, LLC. William is a Series 7 and Series 66 licensed professional with over 20 years of experience in the financial services industry. William has a strong background in providing financial planning services to individuals and businesses. William is committed to helping clients achieve their financial goals and is dedicated to providing personalized service. William is also an independent insurance agent and volunteers as Secretary/Treasurer for the Talmage Rescue Squad. William's prior experience includes working with Securities America, Inc and Aragon Financial Services, Inc. William has a long history of success in financial services and is committed to helping clients achieve their financial goals.
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.
Solicitor fees
1
2
NE
11/01/2021 - Present
Ameritas Advisory Services, LLC (LINCOLN NE)
NE
03/15/2002 - 01/26/2009
SECURITIES AMERICA, INC. (NEBRASKA CITY NE)
CA
11/24/2000 - 03/20/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 12/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Wittler is the right advisor for you? Invested Better is here to help.
