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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bond is an active investment advisor registered with the state of Florida and Texas. William Bond has been in the industry since September 29, 1993. William Bond is currently affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. William Bond has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 23, 2009. Previously, William Bond was affiliated with BANC OF AMERICA INVESTMENT SERVICES, INC. and NATIONSSECURITIES. William Bond holds Series 63 and Series 65 licenses. William Bond has been active in the securities industry for over 30 years, focusing on investments and financial planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
07/19/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAINT PETERSBURG FL)
FL
01/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ST. PETERSBURG FL)
NA
09/30/1993 - 01/01/1998
NATIONSSECURITIES
IA
Issued 12/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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