Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Campbell is a financial professional with over 20 years of experience in the industry. William has worked with several firms, including MSI Financial Services, Inc., Allstate Financial Services, LLC, Jackson National Life Distributors, Inc., and Lincoln Financial Advisors Corporation. William is currently registered with MML Investors Services, LLC as a Registered Representative and Investment Advisor Representative. William holds Series 7 and 63 licenses, as well as the Series 65 license and the SIE exam. William has experience providing financial planning, portfolio management, and pension consulting services to clients. William has been active in the insurance industry since 1996.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
LA
05/05/2017 - Present
MML Investors Services, LLC (SHREVEPORT LA)
LA
01/31/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHREVEPORT LA)
NE
03/03/2003 - 02/01/2006
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
TN
01/17/2002 - 10/28/2002
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
02/16/2001 - 10/15/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IN
10/19/1999 - 01/24/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/19/1999 - 01/24/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
02/24/1994 - 10/06/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/24/1994 - 10/06/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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