Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Geoffrey Parker is a financial advisor with over 20 years of experience in the industry. William is currently registered with IC Advisory Services, Inc. and is active in both Broker-Dealer and Investment Advisor capacities. William has held previous positions at firms such as Ashton Stewart & Co., Voya Financial Partners, LLC, GWFS Equities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William has a diverse background and offers a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
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.
1
2
NJ
04/05/2023 - Present
IC Advisory Services, Inc. (WAYNE NJ)
FL
06/29/2017 - 07/16/2020
ASHTON STEWART & CO., INC. (MIAMI FL)
CT
10/08/2013 - 01/18/2017
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CO
06/12/2012 - 10/05/2013
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NJ
04/20/2001 - 05/25/2012
METLIFE SECURITIES INC. (BRIDGEWATER NJ)
CT
04/20/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HARTFORD CT)
NY
03/18/1999 - 11/29/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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