Unclaimed
William Robert Parrilli is a financial advisor registered with Benjamin F. Edwards & Company, Inc. William Robert Parrilli has 40 years of experience in the financial services industry. William Robert Parrilli is also registered with Wells Fargo Advisors and A.G. Edwards & Sons, Inc..
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.
A percentage of the total value of assets under management is charged.
1
2
MO
12/16/2016 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
01/01/2008 - 12/19/2016
WELLS FARGO ADVISORS (LAKE FOREST IL)
IL
01/04/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SKOKIE IL)
NJ
11/03/2000 - 01/28/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MO
01/11/1994 - 11/09/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
02/10/1988 - 02/03/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/24/1984 - 02/18/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/26/1982 - 10/04/1984
A. G. EDWARDS & SONS, INC.
BOTH
Issued 02/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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