This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
William Penland - Ameriprise Financial Advisor
- Financial Services
- Sunrise, FL
About this business
Location details
1290 Weston Rd Ste 202, Ste 202, Sunrise, FL, 33326, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Owner Bill Penland Jr has the same exact cookie cutter portfolio for all his clients without regard for their risk tolerance or age. He keeps elderly clients in high risk portfolios. Because Mr. Penland is familiar with FINRA compliance, he files your risk tolerance as highly aggressive to suit his choice. These forms are buried in your client profile, and if you don't know where to look, you may not find them. This way, he's able to skirt FINRA compliance by backing his portfolio choices with the appropriately filed paperwo... read more
Bill Penland Jr has the same exact cookie cutter portfolio for all his clients without regard for their risk tolerance or age. He keeps elderly clients in high risk portfolios. Because Mr. Penland is familiar with FINRA compliance, he files your risk tolerance as highly aggressive to suit his choice. These forms are buried in your client profile, and if you don't know where to look, you may not find them. This way, he's able to skirt FINRA compliance by backing his portfolio choices with the appropriately filed paperwork. By... read more
Bill Penland Jr has the same exact portfolio for all his clients without regard for their risk tolerance or age. He keeps elderly clients in high risk portfolios. Because Mr. Penland is familiar with FINRA compliance, he files your risk tolerance as highly aggressive. These forms are buried in your client profile, and if you don't know where to look, you may not find them. This way, he's able to skirt FINRA compliance by backing his portfolio choices with the appropriately filed paperwork. Finally, Ameriprise is too expensiv... read more
Frequently asked questions about William Penland - Ameriprise Financial Advisor
How is William Penland - Ameriprise Financial Advisor rated?
William Penland - Ameriprise Financial Advisor has a 2.3 star rating with 6 reviews.
When is William Penland - Ameriprise Financial Advisor open?
William Penland - Ameriprise Financial Advisor is open now. It will close at 6:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com