Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kelly Nicrosi is a registered investment advisor representative associated with Leavell Investment Management, Inc. William has been in the industry since 08/2010 and has a Series 63 license. William is also a Certified Financial Planner. William Kelly Nicrosi provides financial planning and investment management services to individuals, businesses, and retirement plans.
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.
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.
Strategic management for diversified investment portfolios.
Education to participants of consulting and advised retirement plans
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.
A percentage of the total value of assets under management is charged.
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AL
07/18/2013 - Present
Leavell Investment Management, Inc. (MOBILE AL)
BC
Issued 04/30/1999
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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