Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gilmore Christie is a financial advisor with over 12 years of experience in the industry. William is currently registered with Private Client Services, LLC, and is licensed in Alabama, Kentucky, and Ohio. He has a strong background in investment management, financial planning, and securities trading, with experience working with high-net-worth individuals, pension and profit-sharing plans, and corporations. William is committed to providing personalized financial advice and investment strategies to help his clients achieve their financial goals. He holds a Series 6, 7, 24, 26, and 66 licenses.
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.
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.
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.
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2
AL
04/09/2024 - Present
Private Client Services, LLC (Birmingham AL)
SC
07/13/2018 - 04/25/2024
LPL FINANCIAL LLC (FORT MILL SC)
CO
08/08/2011 - 04/13/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 04/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 04/21/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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