Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bradford Reynolds is a financial advisor with over 20 years of experience in the industry. He is a registered representative with Commonwealth Financial Network and has worked in various roles at several firms, including LPL Financial LLC, UBS Financial Services Inc., and Citigroup Global Markets Inc. He holds the Series 66, Series 7, and Series 24 licenses, as well as the Securities Industry Essentials Examination. He is also a Registered Investment Advisor in Mississippi and Florida. William's primary areas of specialization include financial planning, retirement planning, and insurance. He also offers a range of other services, including investment management, educational seminars, and selection of other advisors.
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.
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
MS
02/15/2018 - Present
Commonwealth Financial Network (Meridian MS)
MS
02/01/2006 - 02/24/2018
LPL FINANCIAL LLC (MERIDIAN MS)
MS
01/20/2006 - 02/23/2006
UBS FINANCIAL SERVICES INC. (MERIDIAN MS)
MS
10/13/2000 - 02/09/2006
CITIGROUP GLOBAL MARKETS INC. (MERIDIAN MS)
AL
02/14/2000 - 10/17/2000
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
10/23/1998 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 11/24/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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