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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Christopher Clinton is an investment advisor representative. William Clinton has been in the industry since August 2008. William Clinton has a Series 66, Series 7 and SIE license and is registered with LPL Financial LLC in Chester, NJ. William Clinton is also registered as an investment advisor representative in California, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania and Rhode Island. William Clinton has experience working with clients who are high-net-worth individuals, corporations, individuals, charitable organizations, pension and profit sharing plans, state or municipal government entities, and investment clubs. William Clinton's firm is LPL Financial LLC, a broker dealer headquartered in Fort Mill, SC.
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
NJ
06/09/2022 - Present
LPL Financial LLC (BEDMINSTER NJ)
NJ
11/17/2017 - 06/10/2022
EDWARD JONES (SUCCASUNNA NJ)
NY
02/24/2015 - 11/17/2017
FUNDS DISTRIBUTOR, LLC (NEW YORK NY)
NY
07/01/2013 - 02/24/2015
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
04/14/2011 - 06/28/2013
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
08/09/2010 - 04/07/2011
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
NY
05/12/2008 - 04/27/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
BOTH
Issued 06/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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