Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lloyd is a financial advisor with The Huntington Investment Co., with over 10 years of experience in the financial services industry. William is registered with the state of Ohio, and is also Series 6, 7, 63, and 66 licensed. William is a Certified Financial Planner, and has previously held roles with BMO Harris Financial Advisors, Inc., PNC Investments, and First Investors Corporation. William's current office is located in Parma, Ohio, and he is also licensed in Arizona, Florida, Indiana, Massachusetts, Minnesota, New Jersey, Oklahoma, Virginia, and Wisconsin.
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.
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.
A percentage of the total value of assets under management is charged.
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OH
08/29/2019 - Present
THE Huntington Investment Co. (PARMA OH)
WI
07/10/2017 - 07/12/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (WAUWATOSA WI)
MA
07/06/2016 - 07/11/2017
CITIZENS SECURITIES, INC. (BOSTON MA)
WI
09/16/2014 - 07/08/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (CUDAHY WI)
WI
10/18/2010 - 09/08/2014
PNC INVESTMENTS (OAK CREEK WI)
IL
02/10/2009 - 09/07/2010
FIRST INVESTORS CORPORATION (LIBERTYVILLE IL)
BOTH
Issued 11/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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