Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam B. George is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. William has a strong background in the financial services industry, with experience at several firms including BMO, Bank of the West, US Bank, and Lyft. William's professional licenses and certifications include the Series 66 Uniform Combined State Law Examination. William currently holds the title of Registered Representative and is based in Woodinville, WA. William is registered to provide investment advice in WA.
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.
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NY
01/27/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
Active
Inactive
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