Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Blank is a financial advisor with over 6 years of experience in the industry. Currently, William works as a registered representative at LPL Financial LLC in Fort Mill, South Carolina. William has previously worked at Equitable Advisors, LLC in Troy, Michigan, KESTRA INVESTMENT SERVICES, LLC in Royal Oak, Michigan, and AXA ADVISORS, LLC in Royal Oak, Michigan. William holds Series 7, Series 66, and SIE licenses.
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
SC
05/04/2023 - Present
LPL Financial LLC (FORT MILL SC)
MI
07/01/2022 - 01/13/2023
EQUITABLE ADVISORS, LLC (TROY MI)
MI
06/10/2019 - 06/30/2022
KESTRA INVESTMENT SERVICES, LLC (Royal Oak MI)
MI
04/15/2016 - 05/23/2019
AXA ADVISORS, LLC (ROYAL OAK MI)
BOTH
Issued 09/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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