Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam August Slover is a financial advisor with LPL Financial LLC in Viera, Florida. William has been in the financial industry for over 35 years. William holds Series 7, 63, and 65 licenses. William provides financial planning, portfolio management for businesses and individuals, and consulting services. William is registered with the Securities and Exchange Commission (SEC) and has a good standing in the industry.
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.
Consulting and other non-discretionary advisory services
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
FL
01/03/2022 - Present
LPL Financial LLC (VIERA FL)
FL
11/26/2019 - 12/12/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
FL
09/21/2012 - 11/22/2019
ALLEN & COMPANY OF FLORIDA, LLC (VIERA FL)
FL
07/03/2003 - 09/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIERA FL)
NJ
01/21/1987 - 07/30/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
07/23/1986 - 01/21/1987
BLINDER, ROBINSON & CO.,INC.
IA
Issued 08/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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