Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lemar? Claim Your ProfileLemar Williams is a financial advisor with LPL Financial LLC in Lake Mary, FL. Lemar has over 15 years of experience in the financial services industry. Lemar is registered with the state of Florida and Texas to offer investment advice. Lemar previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
1
2
FL
03/30/2022 - Present
LPL Financial LLC (LAKE MARY FL)
FL
08/13/2014 - 01/19/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE MARY FL)
FL
11/21/2013 - 07/17/2014
BNY MELLON CAPITAL MARKETS, LLC (LAKE MARY FL)
FL
07/03/2008 - 07/17/2014
PERSHING LLC (LAKE MARY FL)
NY
07/04/2007 - 05/16/2008
RBC PROFESSIONAL TRADER GROUP LLC (NEW YORK NY)
IA
Issued 08/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lemar Williams is the right advisor for you? Invested Better is here to help.
