Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cannon has been in the financial services industry since 1998. William is currently registered with Ameritas Advisory Services, LLC. Previously, William has held registrations with The O.N. Equity Sales Company, MML Investors Services, Inc., Gunnallen Financial, Inc, Park Avenue Securities LLC, Sterling Financial Investment Group, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is a Series 7, 24, 65, and 66 licensed representative. William also holds a SIE license. William is a financial professional with over two decades of experience and is currently serving clients in Carmel, Indiana.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
IN
08/01/2022 - Present
Ameritas Advisory Services, LLC (CARMEL IN)
IN
09/23/2009 - 06/14/2022
THE O.N. EQUITY SALES COMPANY (CARMEL IN)
IN
03/06/2009 - 07/02/2009
MML INVESTORS SERVICES, INC. (INDIANAPOLIS IN)
IN
04/05/2007 - 09/21/2007
GUNNALLEN FINANCIAL, INC (INDIANAPOLIS IN)
IN
01/24/2003 - 03/20/2007
PARK AVENUE SECURITIES LLC (INDIANAPOLIS IN)
FL
03/02/2001 - 02/14/2002
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
NY
10/02/1998 - 01/31/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/16/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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