Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Barrett Mullin is a financial advisor with over 25 years of experience in the industry. William currently works at Wealth Enhancement Advisory Services, LLC. William holds the Series 7, 24, 63 and 65 licenses and is also a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
PA
07/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (Malvern PA)
PA
09/12/2017 - 07/06/2021
PURSHE KAPLAN STERLING INVESTMENTS (MALVERN PA)
PA
07/25/2007 - 08/31/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (MALVERN PA)
PA
06/12/2001 - 07/26/2007
AXA ADVISORS, LLC (PAOLI PA)
NY
05/17/2000 - 06/08/2001
SPENCER TRASK VENTURES, INC. (NEW YORK NY)
NY
03/05/1996 - 05/14/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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