Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lennon is a financial advisor with Charles Schwab & Co., Inc. William has been in the financial services industry since 1993. William is licensed in multiple states and holds several professional licenses and designations, including Series 7, Series 10, Series 24, and Series 63 licenses. William's experience includes providing financial planning advice and portfolio management services to individuals and businesses. William is dedicated to helping clients achieve 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OH
02/05/2021 - Present
Charles Schwab & CO., Inc. (Cincinnati OH)
RI
01/17/1996 - 01/07/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
TX
08/06/1993 - 01/29/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
10/11/1992 - 05/03/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 10/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/04/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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