Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Billinghurst is a financial advisor with over 15 years of experience in the financial industry. William is currently registered as a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Greenwich, Connecticut. William's qualifications include the Series 7, Series 31, Series 66 and SIE licenses. William is active in the community serving as a Committee Member of the Rotary Club of Greenwich. William has a wide range of experience in providing investment advisory services to a variety of clients including corporations, individuals, pension funds, and charitable organizations.
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
CT
07/24/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENWICH CT)
BOTH
Issued 10/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/2006
Series 7 - General Securities 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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