Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Everett Counts is a registered representative with W&S Brokerage Services, Inc. based in Greensboro, NC. William has over 35 years of experience in the financial services industry. William has a wide range of experience in providing financial advice to individuals and is currently registered in North Carolina and Virginia. William has also worked for MWA FINANCIAL SERVICES INC., MML INVESTORS SERVICES, LLC., PRUCO SECURITIES, LLC., AMERITAS INVESTMENT CORP., P.J. ROBB VARIABLE CORPORATION, ALLSTATE FINANCIAL SERVICES, LLC, EQUITY SERVICES, INC., PARK AVENUE SECURITIES LLC, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, NYLIFE SECURITIES INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, SIGNATOR INVESTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, and EQUICO SECURITIES, INC.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
05/30/2023 - Present
W&S Brokerage Services, Inc. (Greensboro NC)
VA
01/11/2022 - 01/19/2023
MWA FINANCIAL SERVICES INC. (Chesapeake VA)
VA
01/07/2021 - 10/20/2021
MML INVESTORS SERVICES, LLC (Chesapeake VA)
VA
02/06/2020 - 05/13/2020
PRUCO SECURITIES, LLC. (Chesapeake VA)
VA
07/26/2019 - 02/05/2020
MML INVESTORS SERVICES, LLC (VIRGINIA BEACH VA)
VA
06/04/2019 - 08/01/2019
AMERITAS INVESTMENT CORP. (CHESAPEAKE VA)
TN
04/22/2016 - 06/03/2019
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
VA
08/03/2015 - 02/03/2016
ALLSTATE FINANCIAL SERVICES, LLC (CHANTILLY VA)
VA
01/06/2014 - 07/02/2015
EQUITY SERVICES, INC. (VIRGINIA BEACH VA)
VA
09/19/2008 - 08/02/2013
PARK AVENUE SECURITIES LLC (VIRGINIA BEACH VA)
VA
09/29/2006 - 09/16/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (VIRGINIA BEACH VA)
VA
10/22/2003 - 09/26/2006
NYLIFE SECURITIES INC. (GLEN ALLEN VA)
MA
12/11/2001 - 10/03/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/11/2001 - 10/03/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
08/01/1991 - 01/03/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/01/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
03/21/1983 - 02/28/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/21/1983 - 02/28/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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