Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Meltzer is a financial advisor with over 30 years of experience in the industry. William currently works with LPL Financial LLC and has been with the firm since 2017. Before joining LPL, William was with J.P. Morgan Securities LLC from 2012 to 2017. William specializes in portfolio management, financial planning, and retirement planning. William is registered with the Securities and Exchange Commission and holds several industry licenses including Series 7, Series 66, and Series 24. William also has registrations in 49 states for broker-dealer activities and in 2 states for investment advisor activities.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
03/15/2023 - Present
LPL Financial LLC (PARAMUS NJ)
NJ
10/01/2012 - 05/18/2017
J.P. MORGAN SECURITIES LLC (VERONA NJ)
NJ
07/07/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (VERONA NJ)
NJ
06/01/2009 - 07/09/2010
MORGAN STANLEY SMITH BARNEY (TOMS RIVER NJ)
NJ
05/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TOMS RIVER NJ)
NY
05/26/1993 - 01/22/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
08/22/1985 - 05/12/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 05/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/20/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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