Unclaimed
William Arthur Lascelle is a financial advisor with Millennium Financial Services LLP in Rockville, MD. William has been in the industry since June 1997 and has been registered with the state of Maryland since June 2006. William has been certified as a Certified Financial Planner. Millennium Financial Services LLP is a firm with 2 Investment Advisor Representatives, 1 Investment Advisory Functions, and 85 clients. The firm offers financial planning and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
06/30/2006 - Present
Millennium Financial Services LLP (ROCKVILLE MD)
Active
Inactive
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