Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Avril is a registered investment advisor with over 30 years of experience in the financial services industry. William is currently registered with MML Investors Services, LLC and has been with the firm since 2015. Prior to that, William worked for G.R. Phelps & Co., Inc. from 1984 to 1996. William is licensed in several states and holds a Series 6, 7, 63, and 65 licenses. William specializes in providing investment advice to individuals, businesses, and institutions. William also offers financial planning and asset allocation services. William is committed to providing his clients with personalized financial advice and guidance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
04/17/2015 - Present
MML Investors Services, LLC (Norton MA)
NA
02/09/1984 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 08/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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