Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam George Vlahos is a financial advisor in San Francisco, California. William has been a registered representative for over 30 years. William has worked for several firms over the years, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Conifer Securities LLC. William is currently employed by LPL Financial LLC. William has a Series 7, Series 6, Series 63, and Series 66 license. William is also a registered investment advisor in California and Texas. William specializes in working with individuals and families, as well as businesses and corporations. William also offers financial planning services. William provides consulting and other non-discretionary advisory services, in addition to financial planning, pension consulting, and educational seminars.
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.
1
2
CA
02/21/2021 - Present
LPL Financial LLC (SAN FRANCISCO CA)
CA
04/10/2015 - 08/05/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
NY
06/03/2014 - 09/29/2014
CONIFER SECURITIES LLC (NEW YORK NY)
NA
01/01/1990 - 03/23/1990
FIRST AFFILIATED SECURITIES, INC.
NA
10/26/1988 - 12/20/1989
ADVANTAGE CAPITAL CORPORATION
NA
04/26/1988 - 04/24/1989
AMERICAN CAPITAL CONTRACTUAL SERVICES, INC.
BOTH
Issued 10/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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