William HagermanCRD Number: 3154871
Current Firm: Securian Financial Services, Inc.
William Hagerman (CRD# 3154871) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Newark, DE and has over 18 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Minnesota Life Insurance Company||St Paul, MN||Nov 1998 - Current||18|
|Securian Financial Services, Inc.||Newark, DE||Nov 1998 - Current||18|
|Diamond State Financial||Newark, DE||Nov 1998 - Current||18|
|Metlife Securities Inc.||Newark, DE||Sep 2007 - Sep 2007||< 1|
|Jason Hagerman||Newark, DE||Oct 2003 - Sep 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 1999|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV