Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Baxter is a registered Investment Advisor Representative with Baxter Investment Management. William has been in the industry since February 2018, and previously was employed at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William holds a Series 7 and Series 66 license. William Baxter is licensed in Connecticut.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
02/28/2020 - Present
Baxter Investment Management (RIVERSIDE CT)
CT
02/08/2018 - 12/23/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWICH CT)
BOTH
Issued 04/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure William Baxter is the right advisor for you? Invested Better is here to help.
