Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Milton Lendl has been in the financial industry since 2002. William Lendl is a registered representative of Raymond James Financial Services Advisors, Inc. William Lendl is also an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. William Milton Lendl is licensed in Arizona, California, Delaware, Florida, Massachusetts, Minnesota, Ohio, Pennsylvania, and Texas. William Lendl currently works at Raymond James Financial Services Advisors, Inc. in WEST CHESTER, OH. William Lendl previously worked at Edward Jones in WEST CHESTER, OH from 2002 to 2013. William Milton Lendl specializes in retirement planning, college savings, investment management, and estate planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (WEST CHESTER OH)
OH
08/27/2002 - 04/26/2013
EDWARD JONES (WEST CHESTER OH)
BOTH
Issued 11/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Lendl is the right advisor for you? Invested Better is here to help.
