Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Connell is a financial advisor with LPL Financial LLC, a firm based in Fort Mill, SC. William has over 27 years of experience in the financial industry. William is registered with the state of Michigan and 17 other states and also holds Series 7, 8, 31, 63, and 65 licenses. William is registered with the state of Michigan and 17 other states. He is a Registered Representative of LPL Financial LLC.
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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MI
07/21/2021 - Present
LPL Financial LLC (LIVONIA MI)
MI
05/17/2016 - 07/21/2021
WADDELL & REED (LIVONIA MI)
MI
11/10/2008 - 05/17/2016
WUNDERLICH SECURITIES, INC. (LIVONIA MI)
MI
09/21/2004 - 11/18/2008
FERRIS, BAKER WATTS INCORPORATED (PLYMOUTH MI)
NY
11/08/1999 - 09/22/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
06/04/1998 - 11/18/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
09/30/1996 - 11/05/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
09/14/1993 - 10/14/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 08/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 09/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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