Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Brent Crabb is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. William has been in the financial industry since 2011 and holds a variety of licenses and registrations. William’s previous experience includes time with PROEQUITIES, INC. and MORGAN KEEGAN & COMPANY, INC.
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
AL
07/05/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BIRMINGHAM AL)
AL
10/16/2012 - 07/14/2017
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
07/29/2011 - 09/06/2012
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
BC
Issued 06/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2016
Series 4 - Registered Options Principal Examination
BC
Issued 02/11/2016
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2011
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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