Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jay Meland is a financial advisor with Merit Financial Advisors in Alpharetta, Georgia. William has been in the industry since 1993. William has a long history in the industry, having previously worked for several other firms including Harbour Investments, Inc. in Madison, Wisconsin and Strong Investments, Inc. in Menomonee Falls, Wisconsin. William has a wide range of experience in financial planning, portfolio management, and pension consulting. William is licensed to provide financial advice in Wisconsin and Texas.
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.
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.
Consulting fees
1
2
GA
01/24/2025 - Present
Merit Financial Advisors (ALPHARETTA GA)
WI
04/02/2001 - 10/22/2001
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
WI
08/23/1999 - 03/30/2001
HARBOUR INVESTMENTS, INC. (MADISON WI)
IA
01/08/1998 - 08/31/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
01/25/1996 - 01/07/1998
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
12/01/1995 - 12/31/1995
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
FL
04/22/1994 - 12/05/1995
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MN
05/28/1993 - 12/31/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 03/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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