Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Pickering is a financial professional with over 17 years of experience in the industry. William is currently registered with Concourse Financial Group Securities, Inc. in Winston Salem, NC. William was previously registered with Lincoln Financial Securities Corporation for over seven years. William specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and corporations. William also offers educational seminars and assistance in selecting other advisors.
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.
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
NC
09/13/2017 - Present
Concourse Financial Group Securities, Inc. (Winston Salem NC)
NC
03/08/2010 - 09/13/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (WINSTON SALEM NC)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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