Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Elijah Heath is a financial advisor with LPL Financial LLC, where William has been employed since August 2019. William is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. William has been in the financial services industry since June 2004. William is registered with the Securities and Exchange Commission as an Investment Adviser Representative and is registered to conduct securities business in 15 states including: Alabama, California, Florida, Georgia, Kentucky, Maryland, New Jersey, North Carolina, Ohio, South Carolina, Texas, Virginia, Washington. William holds the Series 7, Series 63 and Series 65 licenses. William has worked for LPL Financial LLC since August 2019. Before joining LPL Financial LLC, William worked for EDWARD JONES.
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
FL
08/29/2022 - Present
LPL Financial LLC (BRANDON FL)
FL
06/03/2004 - 07/19/2019
EDWARD JONES (LITHIA FL)
IA
Issued 12/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Heath is the right advisor for you? Invested Better is here to help.
