Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Holland is a financial advisor who has been in the industry since 2019. William is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and is licensed in several states, including New Hampshire, Texas, Connecticut, Florida, Maine, Massachusetts, New Jersey, New York, Rhode Island, Vermont, and Washington. William has previously worked with TD Private Client Wealth LLC and Edward Jones. William's areas of expertise include investment advisory services, financial planning, and retirement planning. William's primary focus is on helping individuals and families 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.
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
NH
01/24/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PORTSMOUTH NH)
NH
03/02/2022 - 10/31/2022
TD PRIVATE CLIENT WEALTH LLC (Portsmouth NH)
NH
02/12/2021 - 02/18/2022
EDWARD JONES (Portsmouth NH)
NH
06/25/2019 - 02/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTSMOUTH NH)
BOTH
Issued 07/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2019
SIE - Securities Industry Essentials 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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