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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 Montgomery Traer is a financial advisor at Merit Financial Advisors. William has been in the financial services industry for over 20 years and has a strong track record of success. William is a Certified Financial Planner and has extensive experience in financial planning, portfolio management, and retirement planning. William specializes in working with high-net-worth individuals, families, and businesses. William's prior affiliations include Securities America, Inc., Raymond James Financial Services, Inc., and LPL Financial LLC. William holds a Series 7, Series 24, and Series 63 license. William is a highly respected financial advisor with a strong commitment to providing exceptional client service.
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.
Consulting fees
1
2
FL
12/09/2010 - Present
Merit Financial Advisors (JACKSONVILLE FL)
FL
12/06/2010 - 08/16/2024
LPL FINANCIAL LLC (JACKSONVILLE FL)
FL
03/10/1999 - 12/23/2010
SECURITIES AMERICA, INC. (ORANGE PARK FL)
FL
09/10/1998 - 03/12/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 09/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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