Unclaimed
William London is a financial advisor with over 30 years of experience in the industry. William is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has held previous positions at TEACHERS PERSONAL INVESTORS SERVICES, INC. and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. William has a wide range of certifications, including Series 6, 7, 24, 63, and 65 licenses. William specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
07/26/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NY
01/15/2002 - 10/04/2005
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
12/06/1994 - 01/09/2002
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
IA
Issued 07/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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