Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McFerren is a financial advisor based in Atlanta, Georgia. William has been in the financial industry since 2019 and is currently registered with The Ayco Company, LP. William has passed the Series 7TO, Series 66 and SIE exams. William is a registered representative in 9 states: Alabama, Florida, Georgia, Nevada, New York, North Carolina, Tennessee, Washington, and Georgia. Prior to joining The Ayco Company, LP, William was employed by MERcer Allied COMPANY, L.P., where he provided financial advice services. William is currently registered with the SEC and FINRA. William is a financial advisor for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment 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.
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.
1
2
GA
02/04/2020 - Present
THE Ayco Company, LP (Atlanta GA)
GA
12/19/2019 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (ATLANTA GA)
BOTH
Issued 01/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William McFerren is the right advisor for you? Invested Better is here to help.
