Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dasilva is a registered representative with Hilltop Securities Inc. William is licensed in 30 states and has experience providing financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. William is also qualified as a Municipal Advisor Representative and a Municipal Securities Representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
12b-1 fees
1
2
NC
09/01/2023 - Present
Hilltop Securities Inc. (CHARLOTTE NC)
BC
Issued 11/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2023
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/01/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure William Dasilva is the right advisor for you? Invested Better is here to help.
