Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hohill Song is a financial advisor at LPL Financial LLC in San Diego, CA. William has been in the financial industry since 2004. William is licensed in Arizona, California, and Nebraska. He is also a registered investment advisor in California. William offers a variety of services to his clients, including financial planning, portfolio management, and consulting. He also offers insurance products and services. William has been associated with Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. in the past.
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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CA
12/01/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
12/07/2017 - 12/08/2022
WELLS FARGO CLEARING SERVICES, LLC (ORANGE CA)
CA
12/09/2011 - 01/02/2018
CITIGROUP GLOBAL MARKETS INC. (DOWNEY CA)
CA
10/08/2010 - 12/09/2011
U.S. BANCORP INVESTMENTS, INC. (HUNTINGTON BEACH CA)
CA
10/16/2009 - 10/06/2010
LPL FINANCIAL CORPORATION (NORWALK CA)
CA
05/02/2009 - 10/19/2009
CHASE INVESTMENT SERVICES CORP. (GLENDALE CA)
CA
12/15/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (DOWNEY CA)
NY
10/07/1999 - 12/13/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 12/19/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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