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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Welden is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Birmingham, Alabama. William has been in the financial services industry since 2013 and has been with Merrill Lynch since 2023. William is registered with the state of Alabama as an Investment Advisor Representative (IAR) and as a Registered Representative (RR). William is also registered with the state of Texas as a Registered Representative. William holds Series 63, Series 65, Series 7, and SIE licenses. William has experience providing financial planning, portfolio management, pension consulting, and educational seminars. William has expertise in the areas of Retirement Planning, College Savings, Estate Planning, and Insurance. William is committed to providing 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AL
10/19/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BIRMINGHAM AL)
AL
09/03/2013 - 04/03/2018
RAYMOND JAMES & ASSOCIATES, INC. (BIRMINGHAM AL)
BC
Issued 04/27/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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