Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hunter Parrie is an investment advisor representative with Empower Advisory Group, LLC, and has been in the industry since 2017. William has a Series 66, Series 7, Series 6, and SIE license and has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, corporations or other businesses, and charitable organizations. William has previously worked at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, LLC and TruWealth Advisors, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
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2
LA
09/02/2021 - Present
Empower Advisory Group, LLC (New Orleans LA)
LA
07/20/2020 - 08/13/2021
PURSHE KAPLAN STERLING INVESTMENTS (Metairie LA)
LA
08/10/2017 - 07/21/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Metairie LA)
BOTH
Issued 01/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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