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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 Laird is a financial advisor with over 20 years of experience in the industry. He is currently registered with Eagle Strategies LLC, which is located in Pittsburgh, Pennsylvania, and provides investment advice to individual and institutional clients. William Laird has a variety of licenses and designations, including a Series 65 and a Series 63. He is also a Certified Financial Planner. William Laird has experience working with individual investors, business owners, and charitable organizations. His areas of expertise include financial planning, investment management, and retirement planning. William Laird is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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 06/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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