Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Beers is a financial advisor at LPL Financial LLC. William has been in the financial industry since 1995. William's current registration is in Pennsylvania as a Registered Representative. William is also registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 6, and SIE. William previously worked at The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, Aetna Investment Services, Inc., and Cigna Financial Advisors, Inc. William has a background in portfolio management for individuals and businesses, financial planning, and consulting.
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
PA
08/17/2023 - Present
LPL Financial LLC (SAYRE PA)
IN
07/18/2002 - 11/07/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 11/07/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CT
05/19/1995 - 06/01/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
PA
01/27/1995 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 01/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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