Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam P Anderson is a financial advisor with over 25 years of experience in the industry. He has held several positions with various firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Keegan & Company, Inc., Wachovia Securities, Inc., and Edward Jones. William P Anderson is currently registered with J.P. Morgan Securities LLC in Georgia and Texas and is an active advisor offering a wide range of financial services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
04/04/2023 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
GA
08/20/2018 - 03/07/2023
EDWARD JONES (Decatur GA)
TN
11/12/2015 - 08/21/2018
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
AL
03/09/2011 - 11/11/2015
PROEQUITIES, INC. (BIRMINGHAM AL)
LA
06/07/2005 - 02/14/2011
HARTFORD EQUITY SALES COMPANY INC. (METAIRIE LA)
NY
08/17/2004 - 02/03/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TN
04/17/2003 - 08/20/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MA
11/20/2001 - 10/09/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NC
02/14/2000 - 12/21/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
04/17/1998 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
WI
08/25/1995 - 03/27/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BOTH
Issued 09/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative 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
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