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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 Harrison is an investment advisor representative with Ae Wealth Management, LLC. William has been in the industry since 2015 and holds the Series 6, SIE, 63 and 65 licenses. He specializes in Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses, and Portfolio Management for Individuals. William has a strong understanding of the financial industry and is committed to providing his clients with the best possible advice. William is passionate about helping people achieve their financial goals. His goal is to help his clients achieve their financial goals and build a strong foundation for the future. He has experience working with individuals, families, and businesses. He is also a registered representative with Madison Avenue Securities, LLC.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/21/2024 - Present
AE Wealth Management, LLC (New Smyrna Beach FL)
FL
07/25/2016 - 08/26/2019
MADISON AVENUE SECURITIES, LLC (New Smyrna Beach FL)
FL
06/04/2015 - 07/28/2016
PLANMEMBER SECURITIES CORPORATION (NEW SMYRNA BEACH FL)
BC
Issued 02/24/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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