Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dudley is a financial advisor with over 20 years of experience. William is currently registered with MML Investors Services, LLC. William holds Series 6, 7, 24, 63 and 65 licenses, as well as the SIE exam. William also holds the Certified Financial Planner designation. William has been with MML Investors Services, LLC since 2022. Previously William has worked with Park Avenue Securities LLC and Northwestern Mutual Investment Services, LLC.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
03/30/2022 - Present
MML Investors Services, LLC (Virginia Beach VA)
VA
03/02/2010 - 03/25/2022
PARK AVENUE SECURITIES LLC (VIRGINIA BEACH VA)
VA
06/28/2007 - 02/23/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (VIRGINIA BEACH VA)
VA
09/02/2005 - 11/15/2006
BI INVESTMENTS, LLC (GLEN ALLEN VA)
MO
04/30/2004 - 07/22/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
06/15/2002 - 11/22/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
05/16/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
WI
12/17/1999 - 05/11/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
12/17/1999 - 05/11/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 10/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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