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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Louis Hyman is a financial advisor with LPL Financial LLC in PURCHASE, NY. William has been in the financial industry since 1985 and has a wide range of experience in providing investment advice to individuals, families, and businesses. William is registered with the state of New York and is a member of FINRA. William holds a number of industry licenses and certifications, including Series 3, 7, 10, 24, 52TO, 53, and 63. In addition to providing investment advice, William also offers financial planning services, including retirement planning, college savings planning, and estate planning. William is committed to providing his clients with personalized service and sound financial advice.
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
NY
03/04/2021 - Present
LPL Financial LLC (PURCHASE NY)
NY
05/19/2011 - 03/05/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/27/1998 - 05/20/2011
BURNHAM SECURITIES INC. (NEW YORK NY)
NY
03/20/1995 - 04/09/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
12/20/1993 - 10/25/1994
REINOSO & COMPANY, INCORPORATED (NEW YORK NY)
MA
03/27/1990 - 04/29/1992
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
02/24/1983 - 03/03/1990
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 02/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1986
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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