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 an active advisor registered with Eagle Strategies LLC, based in Myrtle Beach, SC. William has been active in the industry since June 19, 2001. William has a strong background in financial planning and portfolio management, and has worked with both individual and corporate clients. William also has experience in insurance brokerage and has an active role in various community organizations. William is dedicated to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
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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 10/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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