Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Passarelli is a financial advisor with LPL Financial LLC. William has been working in the financial services industry since 2016. William has a Series 7, Series 24, and Series 66 license. William has been registered with LPL Financial LLC since 2021. William has also been registered with MML Investors Services, LLC and Edward Jones. William specializes in investment advisory services, financial planning, pension consulting and portfolio management for both individuals and businesses.
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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2
SC
09/14/2021 - Present
LPL Financial LLC (FORT MILL SC)
MA
02/24/2021 - 09/07/2021
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
10/25/2018 - 07/08/2019
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
05/18/2016 - 12/26/2017
EDWARD JONES (WALLINGFORD CT)
BOTH
Issued 06/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 12/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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