Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam D Haddad is a financial advisor with over 25 years of experience. William is a registered representative with LPL Financial LLC, an independent investment advisor firm. William holds a Series 7, Series 31, Series 63, and Series 65 licenses and has been active in the industry since February 4, 1997. William provides financial planning and consulting services through Eagle Point Investment Advisors, Inc. as well as through LPL Financial LLC. William's areas of specialization include portfolio management for individuals and businesses, as well as pension consulting. William is dedicated to helping clients achieve their financial goals.
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
NH
09/02/1997 - Present
LPL Financial LLC (BEDFORD NH)
IA
Issued 03/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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