Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Day is a financial advisor with over 10 years of experience in the financial services industry. William is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William is licensed to provide investment advice in 24 states. William specializes in providing financial planning and portfolio management services for individuals and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
AZ
12/22/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Phoenix AZ)
AZ
08/16/2012 - 12/01/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
BOTH
Issued 09/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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