Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Samuel Davis is a registered investment advisor representative with AllianceBernstein LP. William has been in the securities industry since February 2022. William holds the Series 7, Series 66, and SIE securities licenses. William has specializations in investment companies, pooled investment vehicles, pension and profit-sharing plans, and corporations or other businesses. William has worked for various financial institutions, including Carroll Financial Associates and State Farm.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
04/06/2022 - Present
Alliancebernstein LP (NASHVILLE TN)
BOTH
Issued 04/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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