Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kelleher is a financial advisor with over 30 years of experience in the industry. William has worked for a number of well-known financial firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and LPL Financial LLC. William is currently registered with LPL Financial LLC and holds a variety of licenses, including Series 7, Series 31, Series 63 and Series 65. William specializes in providing financial advice to individuals, families, and businesses. William has a broad range of experience in financial planning, investment management, and retirement planning. William also has experience in consulting for businesses and providing non-discretionary advisory services. William is committed to helping clients achieve their financial goals and is dedicated to providing personalized service.
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.
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2
IL
09/16/2024 - Present
LPL Financial LLC (LISLE IL)
IL
05/03/2013 - 02/12/2024
LPL FINANCIAL LLC (BLOOMINGDALE IL)
IL
11/24/2008 - 05/13/2013
UBS FINANCIAL SERVICES INC. (NAPERVILLE IL)
IL
08/17/2000 - 12/01/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LISLE IL)
TN
06/24/1999 - 08/08/2000
ICBA SECURITIES (MEMPHIS TN)
TN
10/30/1998 - 08/08/2000
VINING SPARKS (MEMPHIS TN)
NY
03/02/1998 - 11/06/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
09/04/1996 - 03/02/1998
DAIN RAUSCHER INCORPORATED
CT
11/11/1994 - 09/05/1996
ABN AMRO SECURITIES (USA) INC. (STAMFORD CT)
IL
07/19/1994 - 11/28/1994
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
09/17/1992 - 07/07/1994
NIKE SECURITIES L.P. (WHEATON IL)
IA
Issued 09/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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