Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Turley is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the financial services industry since May 2007, and has experience working for Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is registered to provide investment advice in Arizona, California, Connecticut and Utah. He is also licensed as a Registered Representative in California, Connecticut and Utah. William holds Series 66, SIE and Series 7 securities licenses. His professional experience includes portfolio management for individuals and businesses, and he is also a Board Member of the Governors Economic Development Board - Utah. William specializes in working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
02/01/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LEHI UT)
CT
05/22/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENWICH CT)
BOTH
Issued 07/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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