Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Killorn is a financial advisor with over 30 years of experience in the industry. William is currently registered with Wells Fargo Clearing Services, LLC, and is licensed to offer securities and investment advisory services in multiple states. William has held previous positions at a number of other financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Smith Barney Inc. William is a dedicated professional who is committed to providing personalized financial advice and investment management services to meet the unique needs of each client.
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.
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.
Investment consulting services to institutional clients
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
VA
10/01/2000 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
NC
11/16/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
02/13/1998 - 11/18/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/06/1996 - 03/03/1998
SMITH BARNEY INC. (NEW YORK NY)
NC
08/27/1993 - 07/19/1996
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
IA
Issued 09/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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