Unclaimed
William Bryson is an investment advisor representative with Equitable Advisors, LLC in Lebanon, Tennessee. William has been in the industry since 1983 and has a broad range of experience in investments. William has passed several securities licensing exams, including the Series 6, 7, 22, 26, 62, 63, and 65 exams. William is also registered to provide investment advisory services in Tennessee. Equitable Advisors, LLC is a large firm with a wide range of investment products and services.
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.
1
2
TN
03/15/2004 - Present
Equitable Advisors, LLC (LEBANON TN)
NY
07/20/1983 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1992
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/25/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Bryson is the right advisor for you? Invested Better is here to help.