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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Eric Womack is an investment advisor representative with LPL Financial LLC based in GREENSBORO, NC. William Eric Womack has been working in the financial services industry since 2020 and has experience with LINCOLN FINANCIAL SECURITIES CORPORATION and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. William Eric Womack is registered with FINRA and has passed the Series 7TO, Series 63, Series 65 and SIE exams. William Eric Womack is licensed in multiple states including North Carolina, Texas and others.
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
NC
12/04/2023 - Present
LPL Financial LLC (GREENSBORO NC)
NC
08/01/2022 - 11/15/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENSBORO NC)
NC
08/05/2020 - 07/13/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENSBORO NC)
IA
Issued 11/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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