Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam C Beatrous is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. William has been in the financial industry since April 29, 2013 and is licensed to provide investment advice in several states. William has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, insurance companies, banking institutions, and state or municipal governments. William also provides investment advisory services for Merrill Lynch.
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
10/21/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MONTGOMERY AL)
AL
06/19/2013 - 01/11/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MONTGOMERY AL)
MO
11/30/2012 - 01/18/2013
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2012
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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