Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Benjamin Banning is a financial professional with over 20 years of experience in the industry. William Banning is currently registered with Calton & Associates, Inc. and is located in West Columbia, South Carolina. William Banning has held previous positions with Southeast Investments, N.C., Inc., MetLife Securities Inc., Metropolitan Life Insurance Company and Capital Brokerage Corporation. William Banning is a Series 6 and Series 63 licensed professional.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
SC
01/04/2016 - Present
Calton & Associates, Inc. (West Columbia SC)
NC
09/04/2014 - 01/04/2016
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
SC
04/25/2002 - 07/11/2014
METLIFE SECURITIES INC. (COLUMBIA SC)
NC
04/25/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHARLOTTE NC)
VA
04/17/2001 - 05/24/2002
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 05/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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