Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henry is a financial advisor with LPL Financial LLC. William is registered with FINRA and the state of Mississippi and holds the Series 7TO, Series 63 and Series 66 licenses. Previously, William was a financial advisor with Northwestern Mutual Investment Services, LLC. William has been in the financial industry for over 7 years and has experience providing financial planning, portfolio management, and other advisory services. William is dedicated to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
MS
02/28/2023 - Present
LPL Financial LLC (RIDGELAND MS)
MS
10/03/2022 - 11/30/2022
INFINEX INVESTMENTS, INC. (Jackson MS)
MS
08/23/2021 - 09/28/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Ridgeland MS)
BOTH
Issued 02/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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