Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Chester Stoy is a financial advisor with over 20 years of experience in the industry. William is currently registered with LPL Financial LLC, a firm with over 20,000 employees and over $400 billion in assets under management. William provides financial planning services, as well as portfolio management for individuals and businesses. William is also a Certified Financial Planner. William holds Series 66, SIE and Series 7 licenses. Prior to joining LPL Financial LLC, William was employed at RAYMOND JAMES FINANCIAL SERVICES, INC. for over three years. William provides financial planning services for a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
1
2
PA
02/23/2010 - Present
LPL Financial LLC (SOMERSET PA)
PA
07/21/2003 - 11/27/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SOMERSET PA)
BOTH
Issued 08/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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