Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam F. Flanigan is a financial advisor with LPL Financial LLC, a firm that has more than $50 billion in assets under management. William has been in the financial services industry since 1998. He is registered with the state of Texas as a Registered Investment Advisor and the District of Columbia as a Registered Representative. William has worked for UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC in the past. He has a Series 7, Series 31, Series 63, and Series 65 license. He holds a SIE certification as well. William's areas of expertise include portfolio management for individuals and businesses, financial planning, and pension consulting.
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
DC
11/01/2018 - Present
LPL Financial LLC (WASHINGTON DC)
MD
11/16/2007 - 11/01/2018
WELLS FARGO CLEARING SERVICES, LLC (BETHESDA MD)
MD
06/22/1998 - 11/28/2007
UBS FINANCIAL SERVICES INC. (BETHESDA MD)
NY
03/12/1998 - 06/16/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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