Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Guillermo Degaudenzi is a financial advisor with LPL Financial LLC. William has been in the industry since 1997 and has a wide range of experience in the financial services industry. William holds several licenses and certifications, including the Series 3, Series 7, and Series 63 licenses. William also holds the Series 65 license, which allows him to provide investment advisory services. William is a highly experienced financial advisor with a strong track record of success.
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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2
IL
08/19/2021 - Present
LPL Financial LLC (CHICAGO IL)
IL
03/25/2017 - 07/09/2018
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
11/30/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
11/30/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHICAGO IL)
NJ
03/25/2004 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
12/17/2003 - 04/01/2004
AXA ADVISORS, LLC (NEW YORK NY)
MO
02/03/2003 - 11/26/2003
EDWARD JONES (ST. LOUIS MO)
NY
10/14/1997 - 08/10/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1998
Series 3 - National Commodity Futures Examination
BC
Issued 10/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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