Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Alexander Edgar is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. William has been in the industry since 2011. William has Series 6, 7, 63, and 65 licenses and holds a SIE designation. William has held previous positions with PFS Investments Inc., Princor Financial Services Corporation, and Montano Securities Corporation. William is currently registered in California, Illinois, and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
03/07/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
IL
05/11/2016 - 03/07/2017
PFS INVESTMENTS INC. (NAPERVILLE IL)
IL
06/29/2015 - 03/28/2016
PRINCOR FINANCIAL SERVICES CORPORATION (Downers Grove IL)
IL
04/09/2013 - 07/02/2015
PFS INVESTMENTS INC. (NAPERVILLE IL)
NA
06/07/1993 - 02/08/1995
MONTANO SECURITIES CORPORATION
IA
Issued 11/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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