Unclaimed
William Charles Ford is a financial advisor with Equitable Advisors, LLC. William has been in the financial services industry since 1997. William is registered in Arizona, California, Colorado, Connecticut, Florida, Georgia, Kansas, Louisiana, Maine, Maryland, New Jersey, New York, North Carolina, Pennsylvania, and Texas. William holds the Series 6, 7, 63, and 65 securities licenses. William also holds the SIE exam. William's specializations include financial planning, portfolio management, and pension consulting.
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
NJ
04/13/2020 - Present
Equitable Advisors, LLC (MORRISTOWN NJ)
NY
10/10/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
CA
05/12/1997 - 09/26/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 09/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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