Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Davidson is a financial advisor based in Bakersfield, CA, and has been working in the financial services industry since June 2014. William is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. where they have been working since March 2016. Previously, William worked for Waddell & Reed from March 2015 to January 2016 and Edward Jones from April 2014 to March 2015. William holds Series 66, Series 7, and SIE licenses. William is registered in 55 states and Washington, D.C., for both broker-dealer and investment advisor services. William has also been approved as an investment advisor representative in Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
08/17/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BAKERSFIELD CA)
CA
03/11/2015 - 01/15/2016
WADDELL & REED (COSTA MESA CA)
CA
04/01/2014 - 03/06/2015
EDWARD JONES (SAN CLEMENTE CA)
BOTH
Issued 04/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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