Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Shelby Jeter is a financial advisor with over 30 years of experience in the financial services industry. William is a registered representative with LPL Financial LLC in Little Rock, Arkansas. William's previous experience includes UBS Financial Services INC, Salomon Smith Barney INC and Lehman Brothers INC. William offers a variety of services to his clients, including financial planning, portfolio management, and educational seminars. William is committed to providing his clients with the highest level of service and expertise.
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
AR
11/13/2008 - Present
LPL Financial LLC (LITTLE ROCK AR)
AR
08/10/2001 - 11/24/2008
UBS FINANCIAL SERVICES INC. (LITTLE ROCK AR)
NY
07/31/1993 - 08/22/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/23/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1985
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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