Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Heslin is a financial advisor with over 35 years of experience in the financial services industry. William is currently registered with LPL Financial LLC, where he offers a variety of services, including financial planning, portfolio management, and consulting. William has a strong track record of helping individuals and families achieve their financial goals. His previous experience includes working with AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC., MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, and FIRST LONG ISLAND SECURITIES INC.
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.
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NY
11/02/2022 - Present
LPL Financial LLC (MEDFORD NY)
NY
07/29/2016 - 10/27/2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Medford NY)
NY
03/13/1989 - 07/28/2016
MSI FINANCIAL SERVICES, INC. (Patchogue NY)
NY
03/13/1989 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MELVILLE NY)
FL
02/19/1987 - 02/07/1989
FIRST LONG ISLAND SECURITIES INC. (LAKE MARY FL)
BC
Issued 02/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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