Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ianni is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. William has been in the industry since May 4, 2019 and has a proven track record of success. William's primary focus is on providing financial advice to individuals, corporations and other businesses, including pension consulting and portfolio management services. William is registered to provide investment advice in several states, including New Jersey, Texas, and others. William holds the Series 66, Series 7 and SIE licenses.
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
NJ
08/30/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRIDGEWATER NJ)
NJ
04/28/2021 - 05/19/2023
J.P. MORGAN SECURITIES LLC (FRANKLIN PARK NJ)
NY
11/01/2019 - 12/21/2020
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
11/27/2018 - 10/25/2019
ALLIED MILLENNIAL PARTNERS, LLC (NEW YORK NY)
BOTH
Issued 04/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2018
Series 7 - General Securities 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
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