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 Harris is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Decatur, Georgia. William has been a registered representative in the securities industry since December 2021. He is registered with the state of Georgia and is also licensed to provide investment advisory services. William is a Series 66, 7TO, and SIE exam holder. William’s professional experience includes previous roles at AAA/ACG, American Family Insurance Thele Moore Agency, Allstate Insurance Wayne Copper Agency, Nalley Hyundai (Asbury Automotive Group), Malcolm Cunningham Hyundai, Financial Design Associates/ Mass Mutual, and Bank of America, N.A.
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
GA
08/30/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DECATUR GA)
BOTH
Issued 07/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2021
SIE - Securities Industry Essentials 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
Not sure William Harris is the right advisor for you? Invested Better is here to help.
