Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Smith is a financial advisor with over 15 years of experience in the industry. William has been registered with the Securities and Exchange Commission (SEC) since 2010 and holds several securities licenses. William is currently associated with Integrated Wealth Concepts LLC. Prior to joining Integrated Wealth Concepts LLC, William was associated with Lincoln Financial Advisors Corporation and Ameriprise Financial Services, Inc. William has a strong track record of providing financial planning, investment advisory, and other related services to a wide range of clients, including individuals, families, businesses, and trusts. William specializes in helping clients achieve their financial goals through personalized investment strategies and financial planning services. William is committed to providing his clients with a high level of service and guidance.
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.
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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VA
10/28/2016 - Present
Integrated Wealth Concepts LLC (Fairfax VA)
VA
08/02/2010 - 10/28/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FAIRFAX VA)
VA
07/12/2007 - 08/11/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CENTREVILLE VA)
BOTH
Issued 08/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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