Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bill? Claim Your ProfileBill Nick Polizos is a financial advisor with over seven years of experience in the industry. Bill is currently registered with LPL Financial LLC in Ellicott City, MD. Prior to joining LPL Financial LLC, Bill held positions at PNC INVESTMENTS, Capital One Investing, LLC, and Morgan Stanley. Bill holds the Series 66, Series 7 and SIE licenses and is also registered in Arizona, Delaware, Hawaii, Maryland, New Jersey, New York, Ohio, Pennsylvania, and Virginia. Bill specializes in providing financial planning and investment advice to individuals, families, and businesses. Bill's goal is to help clients achieve their financial goals by providing personalized financial advice and investment strategies.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
07/11/2023 - Present
LPL Financial LLC (ELLICOTT CITY MD)
MD
07/23/2018 - 06/14/2023
PNC INVESTMENTS (BALTIMORE MD)
VA
08/03/2017 - 07/20/2018
CAPITAL ONE INVESTING, LLC (McLean VA)
MD
01/01/2016 - 06/30/2017
MORGAN STANLEY (POTOMAC MD)
BOTH
Issued 02/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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