Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sewell is a financial advisor who has been active in the industry since June 2022. William is currently registered with Preferred Capital Securities, LLC and holds the Series 7TO, Series 63, and SIE licenses. William previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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GA
10/03/2022 - Present
Preferred Capital Securities, LLC (ATLANTA GA)
GA
04/27/2022 - 08/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARIETTA GA)
BC
Issued 09/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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