Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Deemer is a financial advisor with over 16 years of experience in the industry. William has a strong background in financial planning, portfolio management, and investment advisory services. William is currently registered with LPL Financial LLC and has previously held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citizens Securities, Inc., Key Investment Services LLC, and Hornor, Townsend & Kent, Inc. William is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. William is also a registered representative with FINRA and holds Series 6, 7, 63, and 66 licenses.
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.
Consulting and other non-discretionary advisory 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
11/29/2022 - Present
LPL Financial LLC (SOUTH BURLINGTON VT)
VT
01/14/2021 - 11/29/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON VT)
VT
01/23/2018 - 01/13/2021
CITIZENS SECURITIES, INC. (BURLINGTON VT)
VT
07/22/2015 - 01/05/2018
KEY INVESTMENT SERVICES LLC (BURLINGTON VT)
VT
12/14/2006 - 07/31/2015
HORNOR, TOWNSEND & KENT, INC. (BURLINGTON VT)
BOTH
Issued 05/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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