Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Morrison is a financial advisor with Merit Financial Advisors. William has been in the industry since 2018 and is registered to provide investment advice in Wisconsin. William is also registered to provide investment advice in several other states. William holds the Series 66, Series 7 and SIE licenses. William is a Certified Financial Planner and a Chartered Financial Analyst. William is also a professor at the University of Wisconsin. William has experience in financial planning, portfolio management, and educational seminars. William is dedicated to helping his clients reach their financial goals.
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
WI
08/19/2022 - Present
Merit Financial Advisors (Sheboygan Falls WI)
WI
09/14/2022 - 08/16/2024
LPL FINANCIAL LLC (SHEBOYGAN FALLS WI)
WI
09/14/2020 - 08/26/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Sheboygan Falls WI)
WI
10/07/2017 - 11/28/2018
CARL M. HENNIG, INC. (OSHKOSH WI)
BOTH
Issued 11/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Morrison is the right advisor for you? Invested Better is here to help.
