Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Richardson is a financial advisor with Elevation, LLC. William has been in the financial services industry since November 14, 2019. William has a Series 66, Series 7 and SIE license. William is registered in 52 states and the District of Columbia. Before joining Elevation, LLC William worked at MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
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2
CA
07/18/2022 - Present
Elevation, LLC (Larkspur CA)
CA
05/18/2021 - 06/27/2022
MORGAN STANLEY (San Francisco CA)
CA
09/04/2019 - 03/26/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 11/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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