Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Pecarro is an investment advisor representative with over 20 years of experience in the financial services industry. William is a registered representative with LPL Financial LLC in Fort Mill, South Carolina. Previously, William has been affiliated with Wells Fargo Advisors, LLC and UVEST Financial Services Group, Inc. William holds a variety of licenses and certifications including Series 63, 66, 7, and 24. William has a strong background in providing investment advice to individuals, families, and businesses. William's primary focus is on helping clients reach their financial goals through personalized investment strategies.
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
SC
07/19/2021 - Present
LPL Financial LLC (FORT MILL SC)
NC
06/28/2013 - 04/20/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
08/06/2009 - 06/14/2013
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
11/19/2007 - 11/15/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
02/08/2006 - 11/19/2007
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
PA
04/27/2001 - 01/31/2006
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 07/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/20/2009
Series 4 - Registered Options Principal Examination
BC
Issued 02/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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