Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam White Whidden is a financial advisor with Geneos Wealth Management, Inc. based in Englewood, CO. William has been in the financial services industry since 1992 and has held various roles at firms including Multi-Financial Securities Corporation and American Express Financial Advisors Inc. William is also a Certified Financial Planner and specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. William has over 21,000 individual clients with over $4.5 billion in assets under management. William's firm has over $5 billion in regulatory assets under management and has over 200 licensed agents, investment advisor representatives, and registered representatives.
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.
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2
CO
06/30/2004 - Present
Geneos Wealth Management, Inc. (Englewood CO)
CO
07/26/1999 - 07/22/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
AZ
06/06/1997 - 07/06/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CO
01/12/1995 - 05/30/1997
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MN
07/13/1992 - 01/16/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/13/1992 - 01/16/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/30/1992
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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