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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Laird is a registered investment advisor representative with Eagle Strategies LLC in Pittsburgh, Pennsylvania. William Laird has been in the industry since August 21, 1998 and is licensed in Pennsylvania. William Laird is also a registered principal with Eagle Strategies LLC. In addition to his current position at Eagle Strategies LLC, William Laird has previously worked for WALNUT STREET SECURITIES, INC., NATHAN & LEWIS SECURITIES, INC., AXA ADVISORS, LLC, THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, and NATHAN & LEWIS SECURITIES, INC.. William Laird is a Certified Financial Planner. William Laird's specializations include financial planning, investment advice, insurance, and estate planning.
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.
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
PA
01/28/2011 - Present
Eagle Strategies LLC (Pittsburgh PA)
CA
08/01/2003 - 05/04/2006
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
05/03/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
02/22/1999 - 04/10/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/22/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
04/03/1998 - 02/18/1999
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 6/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/9/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/10/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 8/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/2/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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