Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Digman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. William Digman has over 18 years of experience in the financial services industry. William Digman is registered with the state of Florida and Texas. William Digman is a licensed General Securities Representative, Investment Company Products/Variable Contracts Representative, and a General Securities Sales Supervisor. William Digman has a wide range of experience and expertise in the financial services industry. William Digman's current registrations allow William Digman to offer a variety of investment products and services to individuals, businesses, and institutions.
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
NY
08/17/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
CA
08/18/2014 - 07/16/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLEASANTON CA)
CA
05/25/2006 - 05/15/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (LIVERMORE CA)
CA
05/16/2005 - 05/08/2006
CITICORP INVESTMENT SERVICES (DANVILLE CA)
BOTH
Issued 09/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative 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
Not sure William Digman is the right advisor for you? Invested Better is here to help.
