Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Meyer is a financial advisor with over 30 years of experience in the financial industry. William is registered with LPL Financial LLC and has previously worked with other firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and MBSC Securities Corporation. William holds a Series 65, Series 63, Series 24, Series 6TO, SIE, and Series 7 licenses. William works with a range of clients, including individuals, corporations, and charitable organizations. William provides a variety of financial services, including financial planning, portfolio management, and investment advisory services.
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
NY
06/28/2023 - Present
LPL Financial LLC (GLEN COVE NY)
NY
01/02/2019 - 06/16/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTINGTON NY)
NY
10/01/2012 - 11/07/2018
J.P. MORGAN SECURITIES LLC (ROCKVILLE CENTRE NY)
NY
03/26/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROCKVILLE CENTRE NY)
NY
01/18/1996 - 02/29/2012
MBSC SECURITIES CORPORATION (UNIONDALE NY)
CA
01/03/1995 - 11/21/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
11/12/1993 - 12/15/1994
FINANCIAL HORIZONS SECURITIES CORPORATION
NY
09/09/1993 - 12/13/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
08/13/1991 - 08/24/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/13/1991 - 08/24/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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