Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dollar is a financial advisor with Vanguard Advisers, Inc., based in Charlotte, NC. William has been in the financial industry since July 2022. William is registered with the state of North Carolina and Georgia as a Registered Representative and Investment Advisor Representative. William has successfully passed the Series 63, Series 66 and Series 7TO exams. In addition to being a financial advisor with Vanguard, William is also an employee of The Vanguard Group, Inc. William provides a variety of financial advisory services including portfolio management, financial planning, and selection of other advisers. William has experience working with individuals, businesses, trusts, 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.
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.
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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2
NC
10/04/2023 - Present
Vanguard Advisers, Inc. (Chatlotte NC)
BOTH
Issued 10/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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