William
Servis
Freedom Investment Management, Inc
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About this Advisor
William Servis is a financial advisor based in Hartford, Connecticut, working with Freedom Investment Management, Inc. William has previously worked at Emerson Equity LLC, Portsmouth Financial, Freedom Investment Management, and Portsmouth Financial Services, Inc. William has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, William is part of Freedom Investment Management, Inc, which operates out of Hartford, Connecticut. The firm has 6 offices and 40 employees. Freedom Investment Management, Inc manages $2.1 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Freedom Investment Management, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Freedom Investment Management, Inc Brokerage Details
$2,146,636,045
40
11,770
$182,382
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
William Servis Work History
Freedom Investment Management
Portsmouth Financial Services, Inc
Portsmouth Financial
Emerson Equity LLC
Disclosures
Please visit the SEC profile of William Servis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Freedom Investment Management, Inc
Hartford, CT
Littleton, MA
Apex, NC
Apex, NC
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
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