Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Louis Moor is a financial advisor with LPL Financial LLC. William has been in the financial services industry since October 3, 1995. William is registered with FINRA and the state of Florida and holds the Series 7, Series 24, and SIE licenses. William has previously worked with Invest Financial Corporation, FSC Securities Corporation, and Liberty Securities Corporation.
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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2
FL
02/14/2018 - Present
LPL Financial LLC (TALLAHASSEE FL)
FL
03/09/1999 - 02/14/2018
INVEST FINANCIAL CORPORATION (TALLAHASSEE FL)
GA
06/27/1997 - 06/14/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
10/04/1995 - 06/30/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BC
Issued 05/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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