Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Greer is a registered investment advisor representative associated with MML Investors Services, LLC. William has been in the industry since 2010. William's office is located at 6305 Waterford Blvd, Suite 300 in Oklahoma City, Oklahoma. William has passed the Series 6, Series 63, Series 65 and SIE exams. William is licensed to provide investment advice in Alabama, Arkansas, California, Colorado, Connecticut, Florida, Indiana, Kansas, Maryland, Massachusetts, Missouri, Nebraska, New Mexico, Oklahoma, Oregon, Texas and Wisconsin.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OK
02/24/2022 - Present
MML Investors Services, LLC (Oklahoma City OK)
IA
Issued 02/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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