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. Rowell is a financial advisor currently registered with Eagle Strategies LLC. William has been in the industry since 2001 and holds a Series 6, Series 7, Series 63, and Series 66 license. William has been working with clients in a variety of areas, including high-net-worth individuals, corporations, and charitable organizations. William offers financial planning, educational seminars, and portfolio management services. William has a history of working with both individuals and businesses and has a strong understanding of the financial markets.
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.
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.
1
2
SC
02/15/2022 - Present
Eagle Strategies LLC (MYRTLE BEACH SC)
MA
06/01/2001 - 02/04/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/01/2001 - 02/04/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/1/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 5/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Rowell is the right advisor for you? Invested Better is here to help.
