Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Martin Merrigan is an active registered representative with Morgan Stanley, a firm that manages over $1.4 trillion in regulatory assets under management. William has been in the securities industry since 2012 and has a diverse background in finance, working with a variety of firms including E*TRADE Securities LLC and J.P. Morgan Securities LLC. William holds a Series 7, Series 66, and SIE license, reflecting his expertise in the investment industry. William is registered in over 50 states, offering services such as portfolio management, financial planning, and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
09/05/2023 - Present
Morgan Stanley (Plantation FL)
FL
07/24/2019 - 09/05/2023
E*TRADE SECURITIES LLC (Plantation FL)
FL
05/20/2016 - 08/15/2019
J.P. MORGAN SECURITIES LLC (COCONUT CREEK FL)
FL
07/22/2013 - 05/17/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
FL
07/13/2012 - 05/29/2013
MORGAN STANLEY (BOCA RATON FL)
BOTH
Issued 09/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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