Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Arthur Depaul is a registered representative with Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. William Arthur DePaul has been active in the industry since March 28, 2018, and is currently registered with the state of Massachusetts as an investment advisor representative. William Arthur DePaul is also registered with the state of Massachusetts as a broker-dealer. William Arthur DePaul holds a Series 7, Series 66, and SIE licenses and has been working in the financial services industry since 2006. William Arthur DePaul has specialized in financial planning, pension consulting, and portfolio management for individuals and businesses. In addition to William Arthur DePaul's work at Edward Jones, William Arthur DePaul is also the owner of Silver Line LLC, a real estate management company located in Plymouth, MA. William Arthur DePaul's experience in real estate management and the financial services industry provide a comprehensive approach to financial planning.
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.
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.
See schedule d - miscellaneous
1
2
MA
04/30/2018 - Present
Edward Jones (PLYMOUTH MA)
BOTH
Issued 04/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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