Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Cloud is a financial advisor with over 13 years of experience in the industry. William has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2012. Previously, William has held positions at PNC Investments, Morgan Stanley Smith Barney and Merrill Lynch. William holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. William is registered to provide investment advice in 53 states. William specializes in providing financial advice to individuals, businesses, corporations, insurance companies, pension and profit sharing plans, charitable organizations, and state or municipal government entities.
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
FL
08/17/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
03/14/2012 - 04/17/2014
PNC INVESTMENTS (JENSEN BEACH FL)
FL
01/11/2012 - 02/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VERO BEACH FL)
FL
01/05/2011 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (STUART FL)
FL
03/08/2010 - 05/24/2010
MORGAN STANLEY SMITH BARNEY (STUART FL)
IA
Issued 06/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
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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