Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bert Langley is a financial advisor registered with Edward Jones. William is an active investment advisor representative and registered in 14 states. William has been in the industry since 2018 and is registered with FINRA and MSRB. William's current firm is Edward Jones, and they have over 1,983,000 licensed agents and over 22,210 registered representatives. William's office is located at 107 PUBLIC SQUARE in BATESVILLE, MS. William is registered in 14 states for both Broker-Dealer and Investment Advisor services. William specializes in providing portfolio management for individuals and businesses, as well as financial planning and pension consulting. William also provides selection of other advisers services for their clients. William's specializations are fixed income, stocks, mutual funds, variable life insurance, and options.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MS
12/18/2024 - Present
Edward Jones (BATESVILLE MS)
TN
08/06/2018 - 09/09/2019
BREAN CAPITAL, LLC (MEMPHIS TN)
BOTH
Issued 10/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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