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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 Satkevich is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. William Satkevich holds Series 65, Series 66, Series 7, and SIE licenses and has been in the industry since 2018. William Satkevich has been employed with Merrill Lynch, Pierce, Fenner & Smith Inc. since August 2019. William Satkevich is registered with the following states: Connecticut, Florida, Maine, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, Texas, and Vermont. William Satkevich works at Merrill Lynch, Pierce, Fenner & Smith Inc. and is located in Cambridge, Massachusetts.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
10/06/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CAMBRIDGE MA)
BOTH
Issued 10/08/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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