Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lendl is a financial advisor with over 20 years of experience in the industry. William is currently registered with Raymond James Financial Services Advisors, Inc. William holds Series 7, 24, 63, and 66 licenses, and has a SIE designation. William has experience working at Edward Jones before joining Raymond James. William offers a variety of financial services to individuals, businesses, and institutions. William also holds a position as the branch owner at Voyacy Wealth Advisors.
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 8/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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