Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Player Barefoot is a registered representative with Bofa Securities, Inc. in Charlotte, NC. William has been in the industry since August 13, 2017. William is also registered with the state of North Carolina. William has passed the Series 63, SIE and Series 79 exams. William previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. William has a history of working with corporations or other businesses.
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.
Research-related services
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.
Negotiated fees for research-related services
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2
NC
05/10/2019 - Present
Bofa Securities, Inc. (CHARLOTTE NC)
NC
08/14/2017 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
BC
Issued 08/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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