Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hardin Bundrant is a financial advisor with MML Investors Services, LLC. William is registered in Arkansas, Georgia, Indiana, Kentucky, Ohio and Tennessee. William has been in the securities industry since December 8, 2002. William has been employed with MML Investors Services, LLC since March 25, 2017, and has been with MSI FINANCIAL SERVICES, INC., New England Securities, PRUCO SECURITIES, LLC., MetLife Securities Inc. and Metropolitan Life Insurance Company in the past. William holds Series 6, 7, 24, 26, 52TO, 53, and 63 licenses and has a total of 6 state licenses. William's specializations include asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. William Bundrant is a financial advisor with over 20 years of experience, William is committed to helping clients achieve their financial goals.
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
TN
03/25/2017 - Present
MML Investors Services, LLC (Franklin TN)
TN
12/03/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Franklin TN)
TN
04/14/2014 - 01/02/2015
NEW ENGLAND SECURITIES (FRANKLIN TN)
CA
04/15/2013 - 11/22/2013
PRUCO SECURITIES, LLC. (SAN RAMON CA)
TN
11/22/2002 - 04/08/2013
METLIFE SECURITIES INC. (FRANKLIN TN)
TN
11/22/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FRANKLIN TN)
BC
Issued 11/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/18/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/30/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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