Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Halsey Blankenship has been in the financial industry since August 2001. William is currently registered as a Registered Representative and Investment Advisor Representative with LPL Financial LLC in The Villages, Florida. William has previously been registered with Ameriprise Financial Services, LLC, Wells Fargo Advisors, LLC, and A.G. Edwards & Sons, Inc. William has passed the Series 63, Series 7, and SIE exams.
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
FL
10/30/2023 - Present
LPL Financial LLC (THE VILLAGES FL)
FL
05/16/2014 - 11/08/2023
AMERIPRISE FINANCIAL SERVICES, LLC (THE VILLAGES FL)
FL
01/01/2008 - 05/19/2014
WELLS FARGO ADVISORS, LLC (THE VILLAGES FL)
FL
08/03/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (THE VILLAGES FL)
BC
Issued 10/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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