Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Franklin Megli is an active Registered Representative with Morgan Stanley. William has been in the securities industry since June 19, 1998, and has been registered with Morgan Stanley since January 18, 2023. Previously, William was registered with E*TRADE SECURITIES LLC, ZIONS DIRECT, INC., PRINCOR FINANCIAL SERVICES CORPORATION, BANC ONE SECURITIES CORPORATION, and FIDELITY BROKERAGE SERVICES LLC. William is licensed in all 50 states and holds Series 7, Series 63, and SIE licenses. William has specializations in multiple areas, including securities, options, variable contracts, fixed insurance, and retirement.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
01/18/2023 - Present
Morgan Stanley (Sandy UT)
UT
12/22/2015 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
09/07/2005 - 10/14/2015
ZIONS DIRECT, INC. (SOUTH JORDAN UT)
IA
02/28/2005 - 09/19/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IL
08/27/2004 - 02/25/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
04/02/1998 - 08/17/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Megli is the right advisor for you? Invested Better is here to help.
