Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Aaron Murley is a financial advisor registered with Equitable Advisors, LLC. William has been in the financial services industry since November 2021. William is licensed in several states, including Arizona, California, Colorado, Florida, Georgia, Idaho, Iowa, Maryland, Michigan, Minnesota, New Jersey, North Carolina, Ohio, Pennsylvania, Texas, and Virginia. William offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. William is also a songwriter and a Christian public speaker.
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.
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.
A percentage of the total value of assets under management is charged.
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PA
08/30/2024 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
PA
11/17/2021 - 09/14/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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