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William Penland - Ameriprise Financial Advisor
- Financial Services
- Sunrise, FL
About this business
The advisor listed is an Ameriprise financial advisor in Weston. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions I'll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won't. Why? Because your vision of the future is unique and I'm committed to helping you achieve it. Let's start ... read more
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 closed now. It will open on Monday at 9:00 a.m.
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