Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Morales is a financial advisor who has been in the industry since December 10, 2016. He is currently registered with Jackson National Life Distributors LLC in Franklin, TN. William has a Series 7, Series 66, and Series 26 license and is also registered in Tennessee. Previously, William was registered with HORNOR, TOWNSEND & KENT, LLC and THRIVENT INVESTMENT MANAGEMENT INC.
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.
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.
1
2
TN
02/15/2019 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
TN
09/12/2017 - 01/18/2019
HORNOR, TOWNSEND & KENT, LLC (BRENTWOOD TN)
TN
08/12/2016 - 06/09/2017
THRIVENT INVESTMENT MANAGEMENT INC. (Nashville TN)
BOTH
Issued 09/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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