Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mannix has been in the financial services industry since 1988. Currently, William is a Registered Representative at Principal Securities, Inc. in Tampa, FL. William also has experience with New England Securities, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, AIG Equity Sales Corp., Nathan & Lewis Securities, Inc., Carillon Investments, Inc., Sun Investment Services Company, and Mutual Benefit Financial Service Company.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
06/18/2021 - Present
Principal Securities, Inc. (Tampa FL)
FL
04/06/1998 - 02/24/2014
NEW ENGLAND SECURITIES (TAMPA FL)
IN
12/09/1996 - 04/02/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/09/1996 - 04/02/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
06/22/1995 - 11/11/1996
AIG EQUITY SALES CORP. (NEW YORK NY)
NY
07/05/1994 - 12/31/1994
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
OH
12/04/1991 - 05/13/1994
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
MA
01/20/1989 - 12/02/1991
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
07/21/1987 - 01/09/1989
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 08/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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