Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Conte is a financial advisor with LPL Financial LLC. William has been in the industry since November 1998. William has a Series 7 and Series 63 license. William has been with LPL Financial LLC since November 2020. William has a professional background in tax preparation, accounting and CPA services. William is registered to provide investment advisory services in Arizona, California, Florida, Illinois, Kentucky, Maryland, North Carolina, Ohio, Texas, Virginia and Washington. William also has an Investment Advisor Representative registration for Ohio and Texas.
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
OH
11/20/2020 - Present
LPL Financial LLC (NORTON OH)
OH
11/20/1998 - 12/01/2020
AVANTAX INVESTMENT SERVICES, INC. (NORTON OH)
BC
Issued 10/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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