Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lacy is a financial professional with experience in the securities industry since 2008. William is currently registered with MML Investors Services, LLC in Virginia and Texas. William previously held positions at MSI Financial Services, Inc. and New England Securities. William holds Series 6, 7, 63, and 65 securities licenses. William is a member of the Board of Zoning Appeals for Goochland County, Virginia. William is also a partner in a self-storage facility and is an owner/operator of a fixed insurance business. William is committed to providing financial advice and services to individuals and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
03/25/2017 - Present
MML Investors Services, LLC (Glen Allen VA)
VA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (RICHMOND VA)
VA
08/01/2008 - 01/02/2015
NEW ENGLAND SECURITIES (Richmond VA)
IA
Issued 04/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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