Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mericle is a financial advisor with LPL Financial LLC. William has been in the financial services industry since January 3, 2009. William holds Series 7, 63, 24, 99, and SIE licenses. William is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. William has previously worked at Fifth Third Securities, Inc. and Fidelity Brokerage Services LLC. William provides financial planning services to individuals, businesses, and institutions. William is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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
SC
01/11/2024 - Present
LPL Financial LLC (FORT MILL SC)
OH
08/22/2018 - 01/02/2024
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
KY
03/04/2008 - 10/26/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 07/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/10/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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