Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bernard Nourse is a financial advisor with LPL Financial LLC in Carmel, Indiana. William has been in the financial services industry since July 6, 1989, and holds the Series 6, Series 26, Series 63, and SIE licenses. William was previously employed by Parkland Securities, LLC, Thurston Springer Financial, Sterne Agee Financial Services, Inc., and WRP Investments, Inc. William's current focus is on investment planning and consulting with clients who may include: high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses.
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.
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2
IN
10/09/2023 - Present
LPL Financial LLC (CARMEL IN)
IN
04/08/2019 - 10/16/2023
PARKLAND SECURITIES, LLC (Carmel IN)
IN
10/17/2016 - 04/08/2019
THURSTON SPRINGER FINANCIAL (Carmel IN)
IN
09/12/2014 - 11/03/2016
STERNE AGEE FINANCIAL SERVICES, INC. (CARMEL IN)
IN
09/02/2005 - 09/12/2014
WRP INVESTMENTS, INC. (CARMEL IN)
CA
07/07/1989 - 09/08/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 07/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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