Unclaimed
William Jason Sanford is a registered representative with Empower Advisory Group, LLC. William has been in the financial services industry for over 9 years. Prior to joining Empower Advisory Group, LLC, William worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William is a Series 66, Series 7 and SIE licensed professional. William's office is located in Jacksonville, FL. The firm's main office is located in Greenwood Village, CO.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
FL
05/10/2022 - Present
Empower Advisory Group, LLC (Jacksonville FL)
FL
11/16/2017 - 04/22/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 12/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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