Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lashaun Jiles is an investment advisor representative with LPL Financial LLC. William has been in the financial services industry since 2001. William is registered with the state of Virginia, as well as the state of Texas. William is also registered with FINRA. William has a Series 65, Series 63, Series 24, Series 7, and Series 99TO.
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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VA
08/02/2021 - Present
LPL Financial LLC (CHESTER VA)
VA
01/30/2007 - 08/12/2021
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
11/20/2001 - 01/31/2007
EDWARD JONES (PETERSBURG VA)
IA
Issued 11/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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